McElvaine Investment Management Ltd.

There are a few steps to investing in The McElvaine Investment Trust. If you want to invest with us directly, please follow the steps below. If you are investing with us through an advisor, please ask your advisor for the required forms.

Investing in The McElvaine Investment Trust:

Step one: Ensure you meet the Minimum Purchase Amount

Because the Trust is sold by offering memorandum, please review the Minimum Purchase Amounts applicable to your province of residence.

Step two: Investor Package and Offering Memorandum

If you are comfortable with the minimum investment required, please review our:
Investor Package
Offering Memorandum

Step three: Required Forms for purchase

Please review the applicable forms for your province of residence and then give us a call at 604-601-8345.

BC Residents

Alberta Residents

Saskatchewan Residents

Manitoba Residents

Ontario Residents

Quebec Residents

New Brunswick Residents

Nova Scotia Residents

PEI Residents

Nfld and Labrador Residents

Yukon Territory Residents

Nunavut Residents

NWT Residents

RRSP: If you wish to make your purchase in a McElvaine RRSP, please use the application form below, and, if you are transferring registered funds from another institution please also use the registered transfer form. Please call our office if you need assistance.

Application & Declaration of Trust for McElvaine RSP

Registered Investment Transfer Form