Globevest Capital Inc. is registered with the Autorité des marchés financiers du Québec as a portfolio manager of investment funds and derivatives.
As a portfolio manager, Globevest Capital is responsible for making investment decisions in accordance with the investment policy that we have drawn up with you. We regularly monitor allocations of asset classes and sectors.
Globevest Capital manages your portfolio, but the account custodian is a third party: TD Waterhouse Canada Inc. (500 Saint-Jacques St. West, Montreal QC H2Y 1S1). No safekeeping fees apply. As a securities broker, TD Waterhouse belongs to the Canadian Investor Protection Fund. This means that your funds are protected up to $1 million in the event of TD Waterhouse's bankruptcy. You pay no charge for this coverage.
TD Wealth Management Operations calculates portfolio values for clients of the Globevest Capital Balanced Fund. TD Canada Trust is the custodian of the Globevest Capital Balanced Fund.
