You need to meet one of the following requirements:
- Income greater than USD $200,000 (or USD $300,000 with a spouse) in each of the two most recent years and a reasonable expectation of reaching the same income level in the current year using the applicable exchange rate for each year to convert from Canadian dollars to U.S. dollars.
- Net financial assets greater than CAD $1,240,000, either alone or together with a spouse.
- An entity with net assets greater than CAD $6,200,000.
- An entity that is entirely owned by individuals or entities that meet requirements 1, 2, or 3 above.