Investments · Investor portal
Everything you need to invest, in one place.
Create an account to review fund materials, start a subscription and track your investment.
What you’ll access
Fund materialsOffering memorandum, fund overview and track record.
Online subscriptionChoose a trust and amount, add co-investors and sign through DocuSign.
AccreditationUpload documents or invite your accountant to verify.
ReportingQuarterly reports, statements and distributions in one place.
Who can invest
Heartwood’s trusts are offered to accredited investors under Canadian securities law. You can create an account and browse fund materials before confirming eligibility; we verify accreditation before any subscription.
Security & privacy
Documents are shared through tracked, access-controlled links and signed through DocuSign. We never sell or share your information.
Investor sign-up
Create your account.
Takes two minutes. You can browse before you commit.
HubSpot form needed · Investor portal sign-up