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GlobeInvest Capital Management Inc.
Address
20 Queen Street West, Suite 3308
Toronto,
Ontario M5H 3R3
(416) 591 - 7100
info@globe-invest.com
www.globe-invest.com
Principal Contacts
Wendy Sanita
CCO/Managing Director
Tel: (416) 591 - 7132
wsanita@globe-invest.com
Christine Poole
CEO/Managing Director
Tel: (416) 591 - 3048
cpoole@globe-invest.com
Client Minimums
Private: $250,000
Institutional: $250,000
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Non-Profit
Provinces of Business
- Alberta
- British Columbia
- Manitoba
- Nova Scotia
- Ontario*
- Quebec
- Saskatchewan
* indicates a physical location in this province
The GlobeInvest Process
Consistency of results depends on consistency of process. We’ve built up the track record we have by following measured, prudent steps to construct individual portfolios, and we continue to take a focused approach to each client’s objectives.
There is a lot of complexity in the markets, in portfolio design, and in managing risk, but some things should be simple – like your investment advice.
What’s needed is an uncomplicated picture of where you’re headed, a clear understanding of how your interests are being served, and a direct line of communication with the decision-maker behind your portfolio. That’s how you get advice that provides clarity, and support that takes the worry of investing off your shoulders.
Independence is the platform that allows us to take this focused approach to investment management. Through our experienced core team of portfolio managers, we focus solely on your customized portfolio, aiming for consistent long-term returns while remaining open and accessible.