Core Investors

Webinar Roundup:
Alternative Investing | Private Lending

150 150 CORE Advisory Group

Thank you for participating in our Alternative Investing: Private Lending webinar.
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Webinar replay

Alternative Investing Webinar: Private & Diversified Lending

150 150 CORE Advisory Group

Watch a recording of our Alternative Real Estate Investing Strategies webinar, covering Private Lending and Diversified Mortgages

What is an “accredited investor” or “eligible investor”?

150 150 CORE Advisory Group

There are several ways to qualify as an Accredited Investor in Canada. Below are the most commonly relied upon definitions for Canadian investors:

  • an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that before taxes, but net of any related liabilities exceeding $1,000,000; or
  • an individual who, either alone or with a spouse, has total net assets of at least $5,000,000; or
  • an individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years or an individual whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;

To be an Eligible Investor under an Offering Memorandum Exemption, you would need to meet one (not all) of the below requirements:

  • an individual who, either alone or with a spouse has net assets of at least $400,000; or
  • an individual whose net income before taxes exceeded $75,000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $125,000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year

To read a detailed list of all possible exemption definitions, as defined by National Instrument 45-106, please visit the Ontario Securities Commission (OSC) website.

Webinar: Thinking BIG with CORE

150 150 CORE Advisory Group

Watch our webinar covering:

  • State of the commercial real estate markets coming both before and coming through the COVID-19 crisis
  • Our BIG strategy, covering Balanced, Income and Growth investment strategies

Webinar Roundup: Thinking BIG with CORE

150 150 CORE Advisory Group

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