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Global Investment Solutions
208 Wyecroft Road, Suite 201A
Oakville, ON, Canada, L6K 3T8

Phone: 905-842-4242


We provide full-service investment manager research, selection and monitoring.

Give us a call today to arrange an appointment for more information.

Our area of expertise is in Investment Governance. We offer you a range of services customized to meet your needs. These services include:

Investment Manager Review/Search
Review of existing managers or custom searches through our proprietary investment manager database and numerous manager meetings. We analyze managers based on 8 key criteria. We work from the client's search criteria not from proprietary recommended lists. Also our investment firm experience enhances the way we analyze managers and enables us to aggressively negotiate fees.

Investment Policy Statement Review/Creation
Our experience in working with and for plan sponsors allows us to add value to this very important process

Investment Mandate Statement Review/Creation
Provides clients and their Investment Managers with a clear understanding of their roles and responsibilities for each mandate. This document is vital in creating a successful performance review process.

Performance Monitoring
We continuously monitor your investment managers to ensure they perform in accordance with your
mandates. We also help you keep track of the underlying processes they use to deliver that performance.

Quarterly Investment Review
Customized to meet the unique needs of each client. The review provides clients with an understanding of the investment outlook, any significant changes with their Managers and how they are doing relative to key performance metrics. We also highlight to clients new appropriate investment products for future consideration. In the review meetings we also encourage discussion to better understand the implications of investment outlooks relative to the current portfolio and industry changes and trends.

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