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Gold Investment Management Ltd.
Tel: (780) 436 - 9955
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- British Columbia
- United States
* indicates a physical location in this province
Welcome to Gold Investment Management
Gold Investment Management Ltd., a registered portfolio manager, offers exchange traded fund (ETF) model portfolios, equity, fixed income and alternative asset management services to individuals, corporations, pension funds, charitable foundations and trusts. Our guiding principles are integrity, discipline and results. Established in 2007, Gold Investment Management currently serves clients in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario and Quebec. Gold Investment Management also serves clients in the United States where we are licensed as a registered investment adviser with the U.S. Securities and Exchange Commission. The minimum investment size for new accounts is $100,000 of investable, household assets.
Our Guiding Principles
Gold Investment Management’s guiding principles are integrity, discipline and results.
Gold Investment Management is proud to employ investment professionals who have earned the Chartered Financial Analyst (CFA) designation. Since it was first introduced in 1963, the Chartered Financial Analyst designation, or CFA charter, has become a respected and recognized investment credential.
Our approach to investing is disciplined. Gold Investment Management begins by developing an investment policy statement – an investment road map. We then concentrate on strategic investment management decisions such as asset allocation, sector selection and credit cycle. Finally, we employ tactical methods in an attempt to profit from volatility and restore portfolio balance.
By combining Gold Investment Management’s disciplined investment management methods with potentially tax efficient investments such as exchange traded funds (ETFs), we expect to deliver competitive results. We look forward to meeting with you to discuss your investment needs.
Contact Gold Investment Management today to schedule a no obligation consultation. We look forward to meeting with you.