Monday, October 25, 2021
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Our Portfolio


Reporting


 

WE PROVIDE MONTHLY AND QUARTERLY REPORTS

ReportingTo have peace of mind, you need to know what is going on so we keep you well informed. You can stay on top of your investments and portfolio management decisions both via the client section of our web-site as well as regular mail.

We provide a Monthly Investment Report we call: “WEALTHNOTES”, which include a review of investment performance and a short discussion about the economic and investment environment.

Each calendar quarter we provide a more comprehensive overview of investment activity and a performance review.

In addition to these regular reviews, we encourage our clients to call us at any time.

 


 

    Becoming a client is a swift and easy process  Contact Us

It requires only 30 minutes of paperwork and we are pleased to help you all the way.


Investment Wisdom

Year to Date Performance

Year to Date Performance

This is a quick progress report covering how our portfolios are performing...

Wealth Notes News

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Contact Us

Global Wealth Builders Ltd.
Suite 105, Mayfield Business Centre
10525 - 170 Street N.W.
Edmonton, AB T5P 4W2

Canada
 Toll Free: 877-488-2858
 Phone: 780-488-2858
 Fax: 780-488-2837

 service@Gwealth.ca

Global Wealth Builders

 

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