Resources

Discover, research and get access to documentation you need in one convenient location.

Welcome to EdgePoint Academy

Invest with greater knowledge and confidence as we demystify and clarify popular (and not-so-popular) investment concepts.

Library

Locate a variety of informative, comprehensive material quickly using the advanced filtering option.

Applications and forms

Use the following to open a new account with us or to transfer your money from other institutions. For printed copies, please call us at 1.866.818.8877 or email info@edgepointwealth.com.

Regulatory documents

Get comprehensive information about our products, including annual reports, prospectuses, fund fact sheets and more.