Invest with $100
Equivesto is an Exempt Market Dealer
As an exempt market dealer, Equivesto can help qualified exempt market clients like you direct invest in private Canadian businesses, like the ones currently listed in Equivesto, to qualified exempt market clients like you! We are regulated by the Ontario Securities Commission, Alberta Securities Commission, B.C. Securities Commission, and Nova Scotia Securities Commission; which are the regulatory bodies who works to protect investors, foster fair and efficient markets, and contribute to the stability of the financial system.
We use state of the art security to protect your data. Your information is safe with us.
Information Equivesto Collects
As part of the signup process, we are legally required to collect several details from investors. This information is protected by bank level security.
Name
Current Address
Citizenship
Date of Birth
Contact information
SIN (Optional)
Employment
Marital Status
Annual Income &
Net Worth
Politically Exposed Person Status
Investment Objectives &
Risk Profile
Recent Crowdfunding Investments
Why We Collect Your Info
We take your safety very seriously. As a financial institution, we are required to verify your identity, fit, and risk tolerance in order to let you see the details of companies and invest via our portal.
Identity
We use a 3 year credit file (not a credit check) to confirm your identity. In situations where that isn’t possible, we are required by law to collect 2 pieces of photo ID.
Fit
We act in your best interest. It’s our duty to ensure that the equity investment opportunities on our portal are suitable for your financial situation and investment goals.
Risk Tolerance
Investing in startups carries higher risk than other investments. You must understand and accept these risks before participating in the Equivesto portal.
How we help protect you.
Transactions (paying for your investments) are made through the Equivesto portal via an Electronic Funds Transfer. It is one of the most secure ways to move funds. Make sure to have your Bank Account Number, Transit Number, and Institution Number ready when making an investment. These 3 numbers are the same numbers found on a blank cheque, and your online banking should have a quick link to look them up. Equivesto does not store this information, and it is collected directly by our partner Versapay, who has Bank level online security.
Learn more about payments here.
Investment Refund
All investors get a 48 hour backout window, where you can ask for a full refund with no questions asked. Also, if the company is not successful in hitting their goal amount, all investor funds are fully refunded.
To get more answers to your questions, visit our Investor FAQ.
Investor Master Class
Learn the basics around Investing on Equivesto in less than 15 minutes.