Company Summary
Since 1988, we have built our business on one simple principle:
To deliver highly personalized investment services with the objective of preserving and growing the value of our clients’ portfolios.
GlobeInvest clients benefit from the focused attention of portfolio managers who bring over 100 years of collective experience to the table.
Our 100% internal ownership ensures total objectivity and conflict-free decision making when selecting securities for our clients’ portfolios.
Source: GlobeInvest Capital Management Inc.
Unique Value Proposition
Understand Our Clients’ Needs
We take the time to meet with each of our prospective clients to understand their investment needs, objectives, and risk tolerance. Without cost or obligation, we then customize one or more portfolios, which reflect these needs. Each portfolio is structured as a segregated account for maximum tax efficiency.
Communicating regularly with our clients is another focus of GlobeInvest service.Our clients receive a quarterly portfolio valuation and performance statement as well as a monthly statement from our custodian. We also encourage them to meet with their GlobeInvest portfolio manager at least once a year or whenever they wish to revisit their guidelines for portfolio management.
Our portfolio managers regularly produce and distribute Investment Notes which outline the firm’s current economic, social and financial insights as well as our ongoing investment strategy.
Choose Well For the Long Term
GlobeInvest portfolio managers look for investment themes with a long-term investment horizon. We use a global data base to screen for leading companies in these areas.
Income producing securities are also an important component of most client portfolios. These include Bonds, Preferred Shares, Income Trusts and high dividend paying equities.
Source: GlobeInvest Capital Management Inc.
AUM ($Bil)
Year Founded
1988
Key Personnel
Peter A. Brieger, Chairman
Christine Poole, COO
Wendy Sanita, CCO, Managing Director
Address
20 Queen Street West Suite 3308
Toronto, Ontario
M5h 3r3