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.

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.
Interactive calculator
Exempt market investments
Full pillar guide
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.

Book a discovery call

Free guide: TFSA for newcomers to Canada

Field-tested + 20-year math. PDF sent right away. Unsubscribe anytime.

No spam. Unsubscribe in one click.