Opening Your Account

The timeline to open an account is dependent on the type of account you’re opening. A straightforward personal account can often be opened in a few days. Registered accounts take a few days longer. More complex accounts, such as trusts or estates, vary depending on numerous factors.

Once your account has been opened, we can start managing your portfolio within 24 to 48 hours following a cash deposit. If assets are transferred in kind from another institution, non-registered accounts will take approximately two weeks to be moved over whereas registered accounts take a little longer.

“Don’t get into bed with bad people.”

– Seth Klarman