Access to certain areas of our website is restricted.
The contents of this page are intended for use only by persons who qualify as “accredited investors”. Under Canadian securities legislation (National Instrument 45-106 – Prospectus Exemptions or, in Ontario, the Securities Act (Ontario)) a person qualifies as an accredited investor if any of the criteria listed below are met. If you are unsure whether you qualify as an accredited investor, please consult your dealer or other qualified financial or legal advisor.
a) An individual who, either alone or with a spouse, beneficially owns financial assets (cash, securities, etc.) having an aggregate realizable value that (before taxes, but net of any related liabilities) exceeds $1,000,000.
b) An individual who, either alone or with a spouse, has net assets of at least $5,000,000.
c) A person (including a corporation), other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements.
d) An individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.
e) An individual whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who reasonably expects to exceed that net income level in the current calendar year.
f) A person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction.
g) A trust established by an accredited investor for the benefit of the accredited investor’s family members of which a majority of the trustees are accredited investors and all of the beneficiaries are the accredited investor’s spouse, a former spouse of the accredited investor or a parent, grandparent, brother, sister, child or grandchild of that accredited investor, of that accredited investor’s spouse or of that accredited investor’s former spouse.
h) A person in respect of which all of the owners of interests, direct, indirect or beneficial (except the voting securities required by law to be owned by directors) are persons that are accredited investors.
i) An individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a registered adviser or dealer (other than an individual formerly registered solely as a representative of a limited market dealer under the Securities Act (Ontario) or the Securities Act (Newfoundland and Labrador)).
j) A person that is recognized or designated by the applicable securities regulatory authority in the relevant jurisdiction as an accredited investor.
k) Certain types of entities that meet the applicable requirements in the legislation, including (but not limited to) financial institutions and their subsidiaries, firms registered under Canadian securities legislation, governments and their agencies, regulated pension funds, investment funds, trust companies and registered charities.
Please note that if you are a resident of Canada, in a province other than Ontario, British Columbia or Quebec, and if you decide to invest in a fund managed by Forum Asset Management Inc., you will need to do so through a registered dealer in your province of residence.
Billy Bishop Toronto Centre Airport Pedestrian Tunnel
A modern underground 700-foot walkway—built seven stories under Lake Ontario—that offers quick, convenient, reliable access to the island airport. Forum and its partners designed, built, financed, and maintain the facility. Complex, large-scale, and multi-stakeholder P3 project.
A multi-phase project on over 5 acres, starting with the adaptive reuse of a hotel to an amenity-rich and socially conscious purpose-built student housing accommodation.
Subterra designs, builds, finances, maintains and operates geothermal heating and cooling systems for commercial and residential real estate assets in North America.
An award-winning two-building, 342,000-sq ft student-housing project located on the campus of Canada’s third largest post-secondary institution, York University.
Quad C3 & C4 builds on the success of the original project and deliver over 700 deluxe accommodations located within an amenity-rich and inclusive on-campus community.
An innovative P3 featuring a 110,500 sq ft, state-of-the-art data centre that offers a long-term IT solution to the Government of Canada. Forum and its partners designed, built, financed, and maintain the facility. Innovative heating and cooling system reduces the facility’s carbon footprint.
Forum provides development capital and construction equity financing for National Energy Partners’ rapidly growing portfolio of solar projects, including ground mount and rooftop installations.
In 2018, Forum partnered with BioStar Renewables to develop BioStar’s pipeline of late-stage solar power generation projects throughout the United States.
In 2016, Forum partnered with United Wind to expand their unique WindLease program, which enables both residential and commercial property owners to lease distributed-scale wind turbines.
A leading venue for the arts in the Ottawa region featuring Harold Shenkman Hall, a 505-seat fully-serviced performance venue, as well as the more intimate 100-seat Black Box Theatre.
Whether you represent a community, are exploring an investment opportunity, or are interested in learning more – we would love to hear from you.Contact us
