Disclosures & Terms

Please review our disclosures below.

Complaint Handling Process

Privacy Policy

Conflict of Interest

Relationship Information Statement (RDI)

Best Execution Disclosure

List of Affiliates

How to Make a Complaint

Customers’ accounts are protected by the CIPF’s Investment Dealer Fund in accordance with its Coverage Policy. A brochure describing the scope and nature of coverage, as well as the limitations and exclusions of coverage, is available upon request or at www.cipf.ca.