Investor PortalGetting Started

Step 1. The Investment Process

How the Investment Process Works

Before we jump into the fun stuff, we want to make sure you understand how our investment process works. Please watch the short video below to learn what to expect during the process before moving forward:

5 Step Process Overview

Investing with Parametric Properties is simple, and can be summarized in five easy steps. Here is a high level overview of the process:

  1. Sign the Offering Memorandum and supporting documents.

    The Offering Memorandum, Subscription Agreement, and Source of Funds provide an overview of your investment, as well as help us collect the information we need to move you toward smarter investing.
  2. Determine what type of investor you are.

    There are three types of investors: Cash, TFSA/RRSP (New to Olympia Trust), and TFSA/RRSP (Current Olympia Trust Member). Identifying what type of investor you are is important to determine your next steps.
  3. Setting up your Olympia Trust account (for non-cash investors only).

    Setting up your Olympia Trust account is simple. With a few steps, you can create a new account and transfer existing funds all on your desktop.
  4. Purchase Parametric Properties shares.

    Finally, purchase Parametric Properties shares in your new account. This can easily be done through the Olympia Trust mobile app.
  5. We're done! Let us handle the rest.

    We’re ready to start earning you valuable returns! Make sure to check the investor portal where we provide monthly updates so you can be confident in your investment.

Need a refresher on the investment before we begin?

Click here to review the details of our investment opportunity.
  1. Watch the instructional video to learn more about how our investment process works.
  2. (Optional) Review our investment opportunity overview page again to refresh your memory on the details of the Parametric investment.
  3. When you're ready, proceed to the next step by clicking the red "Proceed To Next Step" button below.
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Need Help?

We're always happy to provide assistance! Please reach out to us via one of the contact methods below: