Updated:
Self-check
Are you an Eligible Investor?
4 questions · 60 seconds · preliminary categorisation per NI 45-106 §1.1.
Why this isn't a 'final answer'
This is a preliminary self-check based on CSA NI 45-106 financial thresholds. Formal Eligible / Accredited Investor classification is confirmed only via KYC + Suitability Assessment with a registered Dealing Representative. What you see here is educational orientation, not a legal opinion.
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Self-check based on NI 45-106 §1.1 financial thresholds. Formal classification only via KYC + Suitability Assessment with a registered Dealing Representative. NRD #4575551 · Axcess Capital Advisors Inc.
Questions in plain text
All 4 quiz questions are available below without JavaScript — for screen readers, AI crawlers, or if you just want to review the content before starting.
Q1
Personal gross income — each of the last 2 years + expected this year
→ under $75K · $75-125K · $125-200K · $200-300K · over $300K
Q2
Household income (you + spouse), each of the last 2 years
→ not applicable · under $125K · $125-250K · $250-300K · over $300K
Q3
Net financial assets (cash + investments), excluding primary residence
→ under $100K · $100-400K · $400K-1M · over $1M
Q4
Total net worth (everything you own minus everything you owe)
→ under $500K · $500K-1M · $1M-5M · over $5M
Regulatory tests (CSA NI 45-106 §1.1)
Accredited Investor — any of: income >$200K solo or >$300K household in both years; net financial assets >$1M; net total assets >$5M. Eligible Investor — any of: income >$75K solo or >$125K household in both years; net assets >$400K (excluding primary residence). Neither test met — Non-Eligible, which is normal for most newcomers.
This is an educational self-check based on NI 45-106 §1.1 financial thresholds, not a legal opinion. Formal Eligible / Accredited Investor classification is confirmed only via KYC + Suitability Assessment with a registered Dealing Representative.