The strategy is available to individual and institutional investors on a separately managed account basis. It is suitable for taxable investment accounts and RRSP accounts. It is available to Canadian investors resident in the provinces of Ontario, Quebec, BC, Alberta and New Brunswick.

Portfolio Manager: Authentic Asset Management Inc. / Gestion D’actifs Authentic Inc. 

Custodian/Broker-Dealer: Interactive Brokers Canada Inc., a New SRO (formerly IIROC) regulated Dealer Member

Account Type: Investment or RRSP account in the name of the Client

Valuation: Net Asset Value calculated real-time by the Dealer, with online account access available directly to the Client

Subscription Period: Client can credit funds to the account daily

Redemption Period: Client request to debit funds is processed as soon as practicable

Management/Performance Fees: 1%/20%

Inception: Model portfolio (RRSP account) commenced Jan. 25, 2017

Currency: CAD, USD, others upon request

Complete an online application with Interactive Brokers Canada Inc. to open an individual, joint, corporate, investment or retirement account

Sign documents for AUTHENTIC to manage the account

Transfer funds to your account and we get started investing on your behalf