Success happens over time,
through sustained focus.

That's how we built our firm, and it's how we help our clients grow their wealth.

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Take out the middle man.

We're a tight-knit team accessible through a direct line of communication.

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Segregated accounts,
customized portfolios.

Find out how you can benefit from advanced strategies and a global outlook.

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From 'on the air,' to online.

Get topical insights from our video library of recent BNN segments.

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Independence makes a world of difference.

There is a lot of complexity in the markets, in portfolio design, and in managing risk, but some things should be simple - like your investment advice.

What's needed is an uncomplicated picture of where you're headed, a clear understanding of how your interests are being served, and a direct line of communication with the decision-maker behind your portfolio. That's how you get advice that provides clarity, and support that takes the worry of investing off your shoulders.

Typical Approach

  • Mutual funds and preferred products
  • Pooled funds
  • Exclusive to localized investments
  • Limited access to providers
  • Passive management
  • Commissions and trailer fees

GlobeInvest Approach

  • Select individual securities
  • Segregated custom portfolios
  • Seek out global opportunities
  • Explore multiple research providers
  • Continuous, active analysis
  • Fee-based objective advice

"When I founded GlobeInvest over 20 years ago, it was to offer a deeper level of investment insight and customization than what was available to most investors, and as an independent firm we were free to do so. We still serve that purpose today, with more than two decades of experience behind us."

Peter A. Brieger, HBA, CFA
Chairman, Managing Director
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