Frequently
Asked Questions
Are there any restrictions on my account or investments?
We believe it’s always your money, and you can get it when you need it. We do require 5 days written notice, but there are no fees associated with withdrawals.
Can Avenue manage my corporate account?
We can manage most any type of account for an individual, endowment or corporation. We just can’t manage US residents’ non-RSP accounts.
What is the minimum investment needed to open an account with Avenue?
Avenue has a household minimum of $750,000. Some exceptions apply.
Can I have a customized investment plan at Avenue Investment?
Yes. We offer customized financial planning and portfolio management solutions.
Do you manage all account types?
We manage estate, trust, corporate and RDSP accounts.
Will you work with my existing accountant and lawyer?
Absolutely. We are happy to work collaboratively with your accountant and lawyer and serve as an independent sounding board.