How to Open an Account

Open an Account with Altamira

Open an Account through a Broker/Dealer

Download an Application

Open an Account with Altamira

Using this Site

Download an account application and the Simplified Prospectus or request an Altamira Information Package.

Mail the completed application to the following address:

Altamira Financial Services
130 King Street West, Suite 900
Toronto, Ontario
M5X 1K9

Please include a cheque for your minimum investment* or if your are transferring funds from another institution, include a transfer form with your application.

In Person

Visit one of our branches.

By Phone

Call an Altamira Investment Specialist toll-free at 1 888 ALTAMIRA (1 888 258-2647) to request an Information Package. Our office hours are Monday to Friday 8:00 AM to 8:00 PM and Saturday 10 AM to 3 PM (local times).

Open an Account through a Broker/Dealer To top

You can also purchase our funds through discount or full-service brokers. Please contact your broker about how to open an Altamira account. Make sure to ask if there are different minimum purchase requirements or any additional fees for buying and selling our funds.

Information for dealers is available in the Dealer Centre.

*The minimum lump sum investment for a Managed Portfolio account is $5,000. For all other account types the minimum lump sum investment is $1,000 or $50 ($25 per fund) for an Automatic Investment Plan.