Contact

For further information regarding
Institutional Investment Services,
please contact:
David Cohen
President
(416) 867-8649
dcohen@jzechner.com
For further information regarding
Private Client Investment Services,
please contact:
Rhonda Gibson
Manager of Private Client Services
(416) 867-8975
rgibson@jzechner.com

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Please note, J Zechner Associates pooled funds are intended for Canadian investors only.

    Who Qualifies as an Accredited Investor?

  • An individual who, alone or together with a spouse, owns financial assets worth more than $1 million before taxes but net of related liabilities;
    or
    An individual, who alone or together with a spouse, has net assets of at least $5,000,000.
  • An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year;
    or
    An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
  • An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer
  • Financial institutions
  • Governments and governmental agencies
  • Insurance companies
  • Pension funds
  • Registered charities
  • Certain mutual funds, pooled funds and managed accounts
  • Companies with net assets of at least $5 million
  • persons or companies recognized by the OSC as an accredited investor

from the Ontario Securities Commission.

J. Zechner Associates Inc. operates as Investment Fund Manager, Exempt Market Dealer and Portfolio Manager.

© 2010 J. Zechner Associates Inc.