Burnaby · British Columbia
Exempt market investments in Burnaby
Educational consultations for newcomers in Burnaby. Licensed Dealing Representative, NRD #4575551.
Burnaby context
Population
260K (city)
Median household income
$88,000
Province
British Columbia
Why this matters here
- Vancouver suburb with better affordability (~20% cheaper).
- Tech hub: Microsoft and SAP campuses.
Exempt market investments
Private MICs, REITs, development LPs for Eligible Investors. CSA NI 45-106 categories, risks.
What's specific in Burnaby
Burnaby is Vancouver's tech corridor, so exempt market client base here differs from greater Vancouver: more high-comp engineers ($200-400K total comp), fewer real-estate-equity-rich seniors. This means Accredited Investor threshold ($200K solo or $300K household) is typically hit in career year 4-5, plus RSU vesting events create lump-sum cash for exempt market commitments. Strategy: in RSU vesting years — alongside max RRSP contribution, consider $25-50K in a Calgary multi-family REIT through my practice. That's diversification outside tech sector + outside BC real estate simultaneously — a strong hedge against tech crash + BC housing correction scenarios.
Same service in other cities
Other services in Burnaby
FAQ
- Are you physically in Burnaby?
- In-person in Calgary (Axcess Capital Advisors Inc. head office). For clients in Burnaby — Zoom/Google Meet. Same outcome, no commute.
- Exempt market investments in Burnaby — is this legal?
- Yes. I'm registered as a Dealing Representative in Alberta, BC, and Ontario. British Columbia is covered. NRD #4575551 is public.
- What does the first consultation cost?
- Free. 30-minute discovery call, no obligation. Per CSA rules, I don't recommend specific products before a formal KYC + Suitability Assessment.
- Can we do it in Ukrainian or Russian?
- Yes. I run calls in Ukrainian, Russian, or English — whichever works. Documents (OM, Suitability) are in English per regulation, but I walk through them in detail.
- How do I check whether I'm an Eligible Investor — and what's the entry minimum?
- Quick 60-second self-check at /en/eligibility against NI 45-106 financial tests. Simplified: income >$75K solo or >$125K household (each of the last 2 years), or net financial assets >$400K (excluding primary residence). Entry minimum depends on the specific offering — typically $5K-$25K for the first product. Formal Eligible Investor classification is only confirmed through KYC + Suitability Assessment.
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Exempt market investments
Ready to figure out your situation?
30 minutes · free · Zoom or Google Meet. No selling on the call — just walking through your numbers.
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