Investment Options

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Gawthrop Financial is proud to be offering a series of robo - advisor options for our client's investing convenience. First up is Wealthsimple. This company provides  world-class, long-term investment management without the high  fees and account minimums associated with traditional investment managers. 

Read more about Wealthsimple.

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Using leading edge technology and industry-tested investment rules, Nest Wealth creates a low-cost, customized global portfolio  built specifically for your life goals. Once you’re invested, they take care of monitoring and rebalancing your portfolio so you can get on with enjoying your life.

Read more about Nest Wealth.

 
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SMAs

Are exactly that – each investor has their own account, opened in their name at a trusted independent custodian, managed according to their wishes. Management fees for SMAs are generally lower than for pooled investment vehicles. We are currently featuring BCV Asset Management.

Learn more.

 
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Segregated Funds

We are happy to offer a variety of segregated fund investment options. As an independent broker, we work for our clients, not one investment company. We are contracted with multiple companies and are therefore able to work with any of these to find the best fit for you.

We don’t only call Rob when we need insurance or investment help; we view him as a partner in all our major financial decisions.
— James Booth - Client for 7 years