Company Summary
Global Wealth Builders Ltd. is an investment management company founded in 2002 in Edmonton, Canada. Our objective is to provide sound investment guidance to individual and corporate investors in any market conditions.
Your experience with Global Wealth starts with building a robust yet simple financial plan and identifying the most suitable investments to suit your goals. Once your investment portfolio is constructed the relationship doesn’t end there – we constantly monitor the portfolios and the global financial markets to make sure that your investments capture the best opportunities the market presents within your risk parameters and investment objectives.
Our portfolio management approach employs a combination of state-of-the art technology paired with the best available independent economic research. We report to you regularly on both – how your investments are doing and how we conform your portfolio to constantly changing market conditions. All of this is performed by experienced market professionals in a relationship free of conflict.
Source: Global Wealth Builders Ltd.
Unique Value Proposition
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
Source: Global Wealth Builders Ltd.
AUM ($Bil)
Year Founded
2002
Key Personnel
R. Bruce Sansom, Chairman and CEO
Vitaliy Milentyev, CFA, President
Address
Suite 1401 HSBC Bank Place
10250 – 101 Street N.W.
Edmonton, AB T5J 3P4