Thursday, June 21, 2018
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Why GWB

Why Global Wealth Builders?


Why Global Wealth Builders?


 

WHAT SETS GLOBAL WEALTH BUILDERS APART FROM OTHER ADVISORS?

In a word, it’s “experience” which enables us to provide a more comprehensive service. Our team has many years of hands-on global portfolio management experience to back us up in the selection and supervision of Investments. We are capable of monitoring portfolio activity from a professional perspective. If your plan isn’t working as expected, we have the experience to diagnose the reasons, consult with you and take remedial action if necessary.

WHY YOU WOULD RELY ON OUR SERVICES:

  • You use our experience to conduct the required due diligence on your behalf
  • You will have experienced investment professionals monitoring your portfolio, the trading activity and performance. We won’t be off selling life insurance or working at some other activity
  • If the plan is not working for you we will diagnose why and recommend remedial action

You will have a long-term solution to your portfolio management needs because…

  • We keep in touch and recommend adjustments required through the economic cycles and due to changes in your life situation
  • We have access to and subscribe for the input of numerous economic and financial consulting firms which enables us to be very well-informed about the international economy and the investment environment.
  • We use this powerful value chain of expertise to determine the best asset allocation for your portfolio
  • Given the array of information we receive, we believe we are among the best informed investment consultants in the country

Safety of your Money


Safety of your Money


 

Safe MoneyYour money and investments are kept in trust registered in your name with an independent third-party trustee. Our selected third-party Partners are RBC Investor Services or the Canadian Western Trust. They are among the largest institutions in the country providing this service.

Global Wealth Builders and our staff never have access to your money or your investments. Above-mentioned trustees hold everything in your name, perform record keeping and shareholder services for pooled fund unit holders,  settle all investment transactions, collect interest and dividends for your account and provide all of the administrative functions required.