GlobeInvest offers these direct services to our clients:
WEALTH MANAGEMENT SERVICES
+ Initial consultations to determine optimum portfolio structure
+ Initial and ongoing portfolio customization
+ Discretionary portfolio management
+ Direct access 24/7 to your accounts through our custodian’s website
+ Monthly performance reporting
+ Regular communications and meetings with our portfolio managers.
Successful wealth management requires a multi-disciplined approach. It involves detailed financial, tax and estate planning and of course, professional investment management. While GlobeInvest is at the forefront in providing professional investment management, for clients who require one or more of the other disciplines, we refer them to EES Financial Services*, one of Canada’s oldest fee-based financial, tax and estate planning firms.
GlobeInvest covers the initial fees for basic planning services provided to our clients by EES.
Any additional planning services fees incurred are billed directly from EES to the client.
* GlobeInvest and EES are separate entities with no cross-ownership or financial arrangements resulting from providing a mutual referral service.