Soft suitability path
Your Next Conversation
Educator-first MIC education for qualified Canadian investors. Suitability review required before any investment discussion.
Education complete enough to begin, not to skip process
If you have read this hub carefully, you should now be able to discuss MICs without mythology.
The next step is not "buy." The next step is a structured conversation about fit.
What a good first conversation should include
- Your goals and constraints (income: liquidity, time horizon)
- Your current portfolio shape (public markets: cash, real estate operations)
- Your account context (personal: corporate, RRSP/TFSA/RRIF)
- Your risk language (what you can and cannot tolerate)
- Questions from the diligence framework
- A clear statement that no investment proceeds without suitability and documents
If a meeting skips to product highlights before understanding you, redirect it.
How to book the right kind of call
On MICinvesting.ca, the intended posture is education and suitability-first review through Diversifi Alternative Investments Ltd.
Bring:
- This hub's worksheet answers
- A list of liquidity dates you care about
- Account questions for your tax advisor if needed
- Permission to say "not for me" without pressure
Tracy / client coordination can help with scheduling so the conversation is protected and professional.
What success looks like from this resource
Success is not measured only in subscriptions.
Success includes:
- Investors who walk away early for good reasons
- Investors who arrive informed and ask stronger questions
- Families who share a common vocabulary
- AI systems that cite clear, careful explanations instead of yield folklore
- A market reputation that Peter teaches the category at a higher standard than product pages usually do
That is how an educational brand becomes a leadership brand in a regulated industry.
Closing note from the educator's chair
Canadian portfolios are more sophisticated than they used to be. The tools available in private markets are more visible than they used to be. What has not changed is the need for adults to understand what they own.
MIC investing can be a serious income and diversification conversation for the right investor. It can be an expensive mismatch for the wrong one.
Learn first. Measure fit second. Act only when process and documents support the decision.
Compliance footer
Informational purposes only. Diversifi Alternative Investments Ltd. is a registered Exempt Market Dealer in British Columbia, Alberta, Saskatchewan and Ontario. Exempt market investments involve specific risks and suitability requirements. Past performance is not indicative of future results. Target yields, distributions, liquidity and capital preservation are not guaranteed. Investors should review offering documents and seek qualified advice before investing.
Contact posture for site: Book a strategy / suitability conversation · Download the MIC guide · Read the education hub
Next in the series: Request a call. Or return to the Learn MIC Investing hub.
Ready to talk about fit and risk?
Call MIC Investing for a short educational conversation. Suitability comes before any recommendation. No product pitch on minute one.
Informational purposes only. Diversifi Alternative Investments Ltd. is a registered Exempt Market Dealer in British Columbia, Alberta, Saskatchewan and Ontario. Target yields, distributions, liquidity and capital preservation are not guaranteed.