Gold Investment Management
As a registered portfolio manager Gold Investment Management Ltd. will take responsibility for making all the decisions about the investments in your portfolio with discretion, based on your investment needs and objectives, restrictions, financial circumstances, risk tolerance, time horizon and other relevant factors.
Analysis of current financial standing and review of all family related investments
Assessment of client ability and tolerance for risk
Definition of investment objectives and preparation of an Investment Management Agreement (IMA)
Recommendation of suitable investments and asset mix.
Selection, monitoring and rebalancing of the investments on a discretionary basis in a segregated portfolio.
Delivery of quarterly portfolio statements.
Investment suitability, and changes in personal needs or circumstances.
Assist with deposits, transfers and withdrawals.
An annual “Know Your Client” review to discuss portfolio results and any changes in your circumstances.
Credential Qtrade Securities Inc., National Bank Independent Network, Interactive Brokers LLC, RBC Investor & Treasury Services
AUM Law, Felesky Flynn LLP, McCarthy Tétrault LLP
Bank of Montreal, Canadian Western Bank