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Gold Investment Management Ltd.

Address

10226 - 104 Street NW
Suite 502 Fox One
Edmonton, Alberta T5J 1B8
(780) 436 - 9955
Toll Free: (888) 436 - 9955
invest@gold-im.com
gold-im.com

Principal Contacts

Jonathon Gold
President
Tel: (780) 436 - 9955
jgold@gold-im.com

Client Minimums

Private: $100,000
Institutional: $100,000

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

  • Alberta*
  • British Columbia
  • Manitoba
  • Ontario
  • Quebec
  • Saskatchewan
  • 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.

INTEGRITY

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.

DISCIPLINE

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.

RESULTS

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 Us

Contact Gold Investment Management today to schedule a no obligation consultation. We look forward to meeting with you.