SELF-DIRECTED
Types of Accounts
TFSA
RRSP
Non-Registered
Order Execution Only
Your investment account is opened with IntelligentInvesting Securities Inc., an Investment Dealer registered with the Canadian Investment Regulatory Organization (CIRO), offering Order Execution Only (OEO) account services.
Regulator
IntelligentInvesting Wealth Management Inc. is registered in each province and territory where it conducts business and is subject to regulation by the applicable provincial or territorial securities regulatory authority, with the Autorité des marchés financiers (AMF) serving as its principal regulator.
CIPF Coverage
Customers’ accounts are protected by CIPF in accordance with its coverage policy.
A brochure describing the scope and nature of coverage is available upon request or at www.cipf.ca.
Your investments are CIPF-protected, with coverage up to $1,000,000 for TFSAs and another $1,000,000 for RRSPs.
They are securely held by a member of the Canadian Investment Regulatory Organization (CIRO) and are protected by CIPF within specified limits.
Policies
→ Privacy & Security Policy
→ Fee Schedule
→ Self-Directed Investing App Terms of Use
→ Complaint Handling Procedures
→ Best Execution Policy
→ Relationship Disclosure
→ Mogo Terms & Conditions
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If you’re interested in diving into the sources for information on our website, you can find information here.
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Past returns are no guarantee of future performance.
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Managed investing accounts are opened with IntelligentInvesting Wealth Management Inc., a registered portfolio manager.
IntelligentInvesting Wealth Management Inc. accounts that are held with CI Investment Services Inc., a custodian, are protected by CIPF in accordance with its coverage policy. CI Investment Services Inc. is a CIRO member. Self-directed investing accounts are offered by IntelligentInvesting Securities Inc., an investment dealer regulated by the Canadian Investment Regulatory Organization (CIRO). IntelligentInvesting Securities Inc. is a CIPF member. IntelligentInvesting Securities Inc. accounts are covered by CIPF. 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.
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IntelligentInvesting Wealth Management Inc. and IntelligentInvesting Securities Inc. are subsidiaries of Orion Digital Corp. Orion Digital Corp. is not an investment adviser or dealer and does not provide investment advice or deal in securities.
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Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Account holdings are for illustrative purposes only. Actual products may differ from the description and images contained herein. The Self-Directed IntelligentInvesting app incorporates the investing principles of Warren Buffett in its features, design, and content. Neither Orion Digital Corp. nor its affiliates is endorsed by or affiliated with Warren Buffett.
All images, names, logos, and brands are the property of their respective owners.
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The information contained on this website is provided for informational purposes only and does not constitute a promise of specific results or future performance. Certain statements may contain opinions, assumptions, or forward-looking information that are subject to change and may not reflect actual outcomes. No representation or warranty, express or implied, is made as to the accuracy, completeness, or timeliness of the information presented. Statistics, examples, and projections, where provided, are for illustrative purposes only and should not be relied upon as guarantees of future results.
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Investing involves risk, including the potential loss of capital. The risks associated with any investment strategy, product, or service should be carefully considered before making any investment decision.
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Fiscal.ai, an AI investment research tool powered by Fiscal.ai, is a third-party product provided “as is” without warranties on accuracy, completeness, quality, or timeliness. Verify information independently. Fiscal.ai outputs are not investment advice or recommendations and shouldn’t be used for investment decisions. By using Fiscal.ai, you agree to our Privacy Policy and Terms of Use.