How to invest

A short video with Tim McElvaine discussing the Trust
The McElvaine Investment Trust is sold via Offering Memorandum. Our minimum is $10,000 and our fund is available directly from us as well as through a number of financial advisors such as RBC Dominion Securities, Manulife, National Bank and Bank of Montreal (to name a few)

We recently added a Series F unit which has no management fee.  There is only a performance fee. In other words, if you do not make money, neither do we. Further information on how this works can be found in our Investor Package. These units are only available on Fundserv via a financial advisor. 
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How to invest is determined in part by where you live. For further information, please click below on your province of residency for tax purposes. Most importantly, if you have any questions please email us at info@avaluefund.com

Warm regards,
​Tim

For Advisors

The Trust is on FundServ & available in all provinces as a Series B & F​  

I Am a resident of

  • ​​​​British Columbia
  • Newfoundland and Labrador

I am a resident of
  • LCanadian provinces except, BC and NFLD​


​Protection of your investment

Protection of your assets is important to us.
  • The custodian of The McElvaine Investment Trust is RBC Investor Services (a unit of the Royal Bank of Canada) website ;
  • the Trust is audited annually by KPMG website ; and
  • all unitholder recordkeeping and fund valuation is done by SS&C Fund Services. website