GB Wealth Funds Are Now Available To All Investors by Prospectus
We are excited to announce the next generation of our innovative solutions for Canadian advisors and investors.
GB Wealth Liquid Alts – New Structure. Same Mission. Turning Volatility into Opportunity
- GBW925 – GBW Alternative All-Weather Growth Fund
- GBW927 – GBW Alternative Short-Term Growth Fund
Toronto, ON – May 8, 2025
GB Wealth is proud to announce our investment funds have officially transitioned to become available for purchase as Alternative Mutual Funds.
Originally only accessible to accredited investors by Offering Memorandum (OM), a prospectus was filed and received that allows for broader distribution to investors across all 10 provinces in Canada. This follows unitholder approval to change the Trustee to McLean Asset Management Ltd. and work with new service providers to provide daily liquidity in funds structured to meet the requirements of National Instrument 81-102.
Built on decades of global capital markets experience, GB Wealth’s multi-strategy funds are engineered to deliver low-volatility, risk-adjusted returns through a modern toolkit of derivatives, tactical asset allocation, and downside protection strategies. This milestone opens the door to greater accessibility for advisors and investors seeking institutional-grade, risk-managed solutions in a more streamlined mutual fund format.
As “Liquid Alt” funds with no performance fees, these funds are designed for advisors who are “Goal-Based” wealth managers.
“We believe volatility isn’t something to fear—it’s something to harness,” says Geoff Wilson, GB Wealth Founder President and Portfolio Manager. “We’re here to help advisors provide smoother, smarter investment journeys for their clients.”
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The information contained herein has been provided by GB Wealth Inc. and is for information purposes only. The information has been drawn from sources believed to be reliable. It is not intended to provide legal, accounting, tax, investment, financial or other advice and is not to be construed as a recommendation to buy or sell. The information contained herein may constitute forward looking information. Forward looking information is based on assumptions and subject to risks and limitations. GB Wealth Inc. is not liable for any errors or omissions in the information or for any loss or damage suffered. The GB Wealth logo and other trademarks are the property of GB Wealth Inc.