North Growth specializes in equity investment in the U.S. and Canada. Achieving superior long-term equity fund performance for our investors is our goal.
Investing Directly with us
Individuals, holding companies, foundations, and trusts and estates who qualify for an exemption from the prospectus requirements contained in nationally applicable securities legislation (e.g. NI 45-106 Accredited Investor) and reside in the provinces of British Columbia, Alberta, and Ontario are welcome to invest directly with us. Canadian residents outside of these provinces can purchase through a discount broker or their trusted investment advisor.
We offer regular investment accounts, as well as registered accounts such as RRSPs, RRIFs, and TFSAs.
The minimum initial investment is $150,000. Subsequent purchases can be made at a minimum of $10,000.
Our portfolio managers are available to meet with you in person or by phone to discuss our funds and answer your questions.
You will maintain control over all of your investment decisions and any changes to your account holdings will require your authorization.
Please contact us directly at 604-688-5440 or by email.
Investing through a discount broker or investment advisor
If you already have an established relationship with an investment advisor, or have a discount brokerage account and would like to include our funds in your portfolio, the North Growth U.S. Equity Advisor Fund and the Canadian Equity Fund Series‘ D and F are available to you.
The minimum initial investment per fund is $5,000. Additional purchases can be made at a minimum of $1,000.
For more information please visit Advisors.
Regardless of how you invest with us, we have, and have always had, some of the lowest fees in the industry.