How to Invest | McElvaine Value Fund

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McElvaine Value Fund

Two simple ways to invest today.

We are delighted you are considering joining us as a partner. We would like to point out several things:

Our minimum investment is $1,000. I understand sometimes investors want to "dip a toe" in the water first.
Our fund is a registered fund so you are able to invest in it via a cash account or a registered account such as a RRSP, RESP, TFSA, RRIF, RDSP
As an independent mutual fund, we are not on everyone's "shelf". Please reach out to us if you do not see your firm listed

Through a Direct Broker

RBC Direct
- Fund code MIT808
Qtrade
- Fund code: MIT552 or MIT808
Questrade
- Fund code: MIT552 or MIT808
Scotia itrade
- Fund code: MIT552
CI Direct Investing
- Fund code: MIT808
National Bank Direct
- Fund code: MIT552
TD Direct
- For TD Direct, you are required to phone in to place order.
  - A little cumbersome as must ask rep for permission to purchase an alternative fund (fund code MIT808). If you are having difficulty, please let us know.

2. With your Financial

Advisor

RBC DS
iA Private Wealth
iA Investia
Richardson Wealth
Aviso Wealth
National Bank Financial
Scotia Wealth
Aligned Capital Partners
Odlum Brown

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