"As a three-person firm that manages investment portfolios for well heeled, high net worth clients, it is critical that GlobeInvest maintains the high quality service that such clients expect, and does so cost effectively. Because we have chosen to forgo internal support staff, we are very sensitive to the risk of working with inferior operations, technology and other support providers.
Ara Compliance is a wonderful resource for smaller firms such as ours. They give us access to experienced senior level guidance that our larger competitors have, but at a fraction of the cost."
Peter Brieger, Christine Poole & Wendy Sanita
GlobeInvest Capital Management Inc.
About GlobeInvest Capital Management Inc.
GlobeInvest Capital Management Inc. (GlobeInvest) is a boutique firm that offers discretionary portfolio management services for high net worth clients, their businesses and charitable foundations.
Peter A Brieger, GlobeInvest's founder, has spent more than 50 years in the investment business as a research analyst, market strategist and portfolio manager in Toronto, London and New York. He regularly appears as a scheduled guest on Business News Network (BNN) programs and as an occasional guest on CTV Newsworld.
Christine Poole is a portfolio manager and analyst with more than 20 years of experience in the management of both global and domestic equities. She has held senior portfolio management positions with insurance and major bank-owned investment managers before joining GlobeInvest. Christine is a regular scheduled guest on BNN programs.
Wendy Sanita has been with GlobeInvest since 1996. She is a portfolio manager and a licensed Certified Financial Planner. Prior to joining GlobeInvest, she advised clients of a private investment management company and a major Investment Dealer. Wendy works with Peter and Christine in the development of portfolio strategies and principally oversees Client Relations.
For more information on GlobeInvest, please visit www.globe-invest.com
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Vipool DesaiPresident
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Vipool is President of
Ara Compliance Support,
which he co-founded
in 2006.