Wealth Up Investments | Your Exempt Market Specialists
Contact me for a free strategy session

I'm Interested...What's the Next Step?

November 1, 2012

Investing in the Exempt Market is an easy process:

  • Choose some investments that interest you.
  • Contact me for more information.  I can send information by email, we can talk on the phone, I can let you know about upcoming presentations in your city or we can set up a personal appointment at your convenience. 
  • Fill out a "Know Your Client" Form.  This form will give me a clear picture of your risk tolerance, your investment knowledge and your current financial position.  It also allows me to offer you investments that are most suited to your personal financial situation. 
  • Decide if you want to invest with cash or RSPs.
  • Fill out the appropriate paperwork.
  • I will be involved in the whole process to make sure that everything goes smoothly and I will also be available afterwards to send you updates and answer any questions or concerns along the way. 

To see more details about this process please click here.