We have partnered with Mclean Asset Management to offer alternative funds which can act as an all-weather insurance policy for your overall wealth portfolio.
The team brings a powerful blend of retail fund management with global bank trading and risk management strategies.
GB Wealth Inc. (GBW) is a registered Portfolio Manager and Commodity Trading Manager under the laws of Ontario. GB Wealth is also a member of the Portfolio Management Association of Canada (PMAC).
1 Geoff has been a portfolio manager on funds that have been recognized by independent organizations with awards for superior performance in a category. A list of awards is available upon request.
What Is an All-Weather Strategy?
An All-Weather strategy holds different asset classes, each of which can perform relatively well during different economic environments. The funds, managed by GBW, are alternative funds that seek to enhance the assets which are expected to perform best in the current environment and use macro-hedging to manage excess volatility in the market.
These are a new generation of All-Weather funds. Our dynamic asset allocation model creates an active, more tactical and flexible strategy to take advantage of changing global macro trends.
The purchase of equity put options is designed to safeguard core equity growth while offering increased protection from extreme market losses.
Goal-based investing (GBI) is a relatively new approach to wealth management that targets specific financial life goals with a defined purpose.
Wealth is better defined and understood through your ability to meet your financial goals.
GBW funds are constructed within a wealth allocation framework that is highly diversified. The funds are designed to align with basic investor goals that aim to protect purchasing power, maintain a living standard and enhance lifestyle.
GB Wealth has been retained as a portfolio manager of the funds by McLean Asset Management, a firm that has built a reputation of fairness and integrity in Canada for over a decade. McLean Asset Management act as the investment fund manager of the funds.
McLean has engaged SGGG Fund Services Inc. to provide fund administration, fund accounting, and act as a transfer agent. Fund custody services are provided by BMO Nesbitt Burns Inc. Audit services are provided by BDO Canada LLP.
McLean Asset Management is a financial services firm specializing in investment management and wealth solutions. We are dedicated to providing tailored strategies and personalized service to help clients achieve their financial goals.
GB Wealth is an employee-owned investment management firm. The partners have invested personal capital in the funds. As principals, we take a stake in our performance, growth, and client experience. Our culture is based on integrity, transparency, trust, and intellectual curiosity.
We seek to align the fund with investors’ goals by not charging performance fees in order to remove any perception of a conflict of interest between our goals and our clients’ goals. GB Wealth has managed bespoke funds to solve for short, medium, or long-term goals. Our approach combines sophistication in strategy and tactics, while keeping our goals refreshingly simple—an unwavering commitment to a smoother path to growth.
Geoff Wilson is the former Head of Asset Allocation and Innovative Solutions at TD Asset Management where he led several successful portfolio management groups across multiple asset classes. At GB Wealth he has assembled a team of experienced investment professionals who are committed to a goal-based approach to investing.
Our vision is to be a leading firm in engaging both advisors and investors to view goals-based investing as the next evolution of an enriched client experience.
President & Chief Compliance Officer
Chief Risk Officer
Managing Director, Head of Business Development
Portfolio Manager
Manager, Client Service
Notifications
