When we speak of “experience” we really mean business! Our people are highly trained and experienced investment professionals. We understand the impact economic and financial events have on the markets.
In addition to the impressive investment credentials of our own people, we subscribe for input from numerous highly regarded external investment and economic consultants. We also avail ourselves of specialized expertise on an “as required” basis.
In the daily conduct of our business, we have built the network of portfolio managers in various asset classes, investment consultants, independent investment and economic analysts that constantly provide input into our investment process. This is what we call the “VALUE CHAIN”.
The result is that our clients have more expertise working for them than any single investment advisory organization in the business.
R. Bruce Sansom
Chairman and CEO
Bruce Sansom, founding partner of Global Wealth Builders Ltd., is the senior member of our investment team. Since 1954, he has gained extensive investment experience in virtually all facets of the investment business. Including the underwriting, research, trading and management of securities. He was a member of the trading staff of a member firm on the trading floor of the Toronto Stock Exchange and managed the bond trading department of an investment firm in both Toronto and Montreal. For many years, he was the Edmonton branch manager of a national investment dealer. In 1976 he established the first investment management firm in Edmonton under the name Managed Investments Ltd. Under his guidance that firm grew to one of the largest in Western Canada with assets under management approaching $1 billion at the time of sale in 1995. The firm never produced negative returns over 19 consecutive years in business. In retirement, he gained additional valuable experience both as an individual investor and as a client of the investment management business. This first hand insight into the needs of our clients brings an exceptionally valuable perspective to the firm’s presentation of our portfolio reports and in our client relations.