Key Insights
- A Diversified Approach to Stable Investment Returns
- Dynamic Asset Allocation and Risk Mitigation
READING
Articles
View our selection of articles including quarterly commentaries, blogs, and deep dives.
Opinion
Reports
We share a diverse array of content, ranging from in-depth reports and insightful opinions to quarterly summaries and engaging blog posts. Stay informed, inspired, and empowered to make informed decisions on your financial journey.
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Opinion
Back to School Special?
School is around the corner. Is the market in for a pleasant surprise?
Opinion
Guiding Monetary Policy: Are the Reins too Tight?
If fiscal policy is a tool for politicians who see approval from the electorate, then monetary policy is a tool that is designed to guide economic growth.
Opinion
The Virtues of Volatility: Embracing Volatility as an Asset Class
Systematic strategies create opportunities for active managers. Many managers spend considerable time...
Opinion
Cryptocurrencies as an Asset Class
In a future form, digital currencies are likely to be backed by tangible assets. Fiat currencies were once backed by gold.
Opinion
A Deep Dive on the FOMC Dot Plot
The dot plot represents an assessment of the expected target for appropriate monetary policy over different time periods.
Read about the strategies that set us apart.
The All-Weather Strategy
Time Horizon is Everything
Key Insights
- Time horizon isn’t just a technical concept — it’s a practical one.
- A sound investment strategy starts with a plan matching your time horizon.
GB Wealth White Papers
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GB Wealth White Papers
Read our white papers to learn more about the strategies we use to help investors meet their financial goals.
As part of our ongoing commitment to share thoughts and research with clients, we publish white papers and thought-leadership publications. As a firm, we seek to engage and educate investors with our perspectives and information consistent with our vision that encourages the growth and development of goal-based investing (GBI).
Through education and awareness, we aim to establish ourselves as industry leaders in Canada by partnering with advisors and private investors and broaden the use of alternative investments as part of an overall asset mix.
Visit our LinkedIn page to stay up-to-date with the latest market trends.
April 2026
Fund Performance
- GBW925 seeks a balanced absolute return strategy targeting 6–9% annual returns, with the standard deviation of returns expected to be in the 7–10% range.
- GBW927 seeks a conservative absolute return strategy targeting 5–7% annual returns with standard deviation of returns expected to be in the 5–7% range.
GB Wealth Alternative Funds are reporting mutual funds, offered by Prospectus. Information about GBW funds, including management fees and other expenses, is contained in GB Wealth’s performance reports, which can be found at www.gbwealth.ca. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments.
Please read the prospectus and Fund Facts before investing. Mutual funds are not guaranteed; their values change frequently, and past performance may not be repeated.
The Mutual Funds
F-Series
Our strategies aim to maintain flexibility and deliver a smoother journey to investors through our dynamic asset allocation model that takes advantage of changing global macro trends.⁽¹⁾
Alternative
Short-Term
Growth Fund
Alternative
All-Weather
Growth Fund
Fund Code
GBW927
GBW925
Time Horizon
Optimized for a rolling time horizon of...
2 years
5 years
Fee Structure⁽²⁾
F-Series MER
1.13%
1.30%
Performance Fees
A-Series
Alternative
Short-Term
Growth Fund
Alternative
All-Weather
Growth Fund
Fund Code
GBW931
GBW929
Time Horizon
Optimized for a rolling time horizon of...
2 years
5 years
Fee Structure
A-Series MER
To be determined
Performance Fees
FUND DOCUMENTS
Mutual Fund Documents
Our liquid alternative mutual funds seek to deliver innovative investment solutions designed for goal-based investing. The Portfolio Managers Geoff Wilson and Kumail Taqvi utilize a unique approach to bringing an “all-weather” strategy to goal-based investing by aligning the investment time horizon with basic investor objectives.⁽¹⁾
English
French
GBW Alt. All-Weather Growth
Fund Facts
GBW Alt. Short-Term Growth
Fund Facts
Prospectus
GBW Alternative Mutual Funds
December 2025
Annual Financial Statement
June 2025
Semi-Annual Financial Statement
December 2024
Annual Financial Statement
MRFP — Alt. All-Weather Growth
December 2025
MRFP — Alt. Short-Term Growth
December 2025
Portfolio Summary — Alt. All-Weather Growth
Quarterly
Portfolio Summary — Alt. Short-Term Growth
Quarterly
CONTENT
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