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
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
GB Wealth White Papers
Download AllThe All-Weather Strategy
RESEARCH
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.
The Mutual Funds
About Our Funds
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.
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
F-Series Management Fee
85 bps
100 bps
Performance Fees
For informational purposes only. Investors should read the prospectus before investing.
FUND DOCUMENTS
Mutual Fund Documents
Our liquid alternative mutual funds seek to deliver innovative investment solutions designed for goal-based investing. The Portfolio Managers Geoffrey 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.
English
French
GBW Alt. All-Weather Growth — GBW925
Fund Facts
GBW Alt. Short-Term Growth — GBW927
Fund Facts
Prospectus
GBW Alternative Mutual Funds
December 2024
Annual Financial Statement
December 2023
Annual Financial Statement
For informational purposes only. Investors should read the prospectus before investing.
CONTENT
Media
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Videos Resources
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Podcast Corner
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