Gold Investment Management

What Gold Investment Management does

Gold Investment Management Ltd. (GIM) is a privately held, registered portfolio manager founded in 2007 and headquartered in Edmonton, Alberta. The firm provides discretionary investment management services to affluent individuals and families with a minimum of $100,000 in investable household assets, operating under fiduciary duty with portfolio managers who hold the CFA designation. GIM is registered with provincial securities commissions in seven Canadian provinces — Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, Quebec, and Nova Scotia — and is also registered as an investment adviser with the U.S. Securities and Exchange Commission to serve U.S. resident clients.

The firm's core offering is personalized portfolio management built around an Investment Policy Statement (IPS) that documents each client's objectives, risk tolerance, time horizon, and constraints, followed by an Investment Management Agreement (IMA) and ongoing discretionary management. GIM primarily invests in exchange traded funds (ETFs) and applies a disciplined approach combining strategic asset allocation, sector selection, and credit cycle analysis with tactical methods to manage volatility and rebalance portfolios. Supporting the core service are quarterly GIM Investment Letters and Model Portfolios, which provide market commentary and performance reporting for client engagement. Client assets are held at an external custodian (Aviso) with a separate client login portal hosted via NDEX Systems (F-Engine).

GIM generates revenue through recurring fees calculated as a percentage of assets under management, billed transparently without commissions on transaction volume. The firm acquires clients through direct consultations scheduled via phone, toll-free line, or email, supported by top-of-funnel content marketing through a blog and multi-platform social media (LinkedIn, Twitter/X, Facebook, Instagram, YouTube). The firm holds no disclosed patents, trademarks, or technology IP beyond standard advisor tooling, maintains no disclosed parent company or external funding, and operates from a single Edmonton office. GIM is a member of the Portfolio Management Association of Canada (PMAC), and key compliance personnel include George Wu (CFA, MBA) as Chief Compliance Officer.

Name

Gold Investment Management

Legal name

Gold Investment Management Ltd.

Website

https://gold-im.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Gold Investment Management Ltd. is a privately held, Edmonton-based registered portfolio manager founded in 2007 that provides discretionary ETF-based investment management and fiduciary advisory services to affluent individuals and families with at least $100,000 in investable assets across seven Canadian provinces and the United States.

Ownership category

akta.pro rank

Product category

Wealth Management / Discretionary Portfolio Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAAAAH

Discretionary Portfolio Management (Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAEAAAC

Portfolio Construction & Asset Allocation Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Discretionary portfolio management
• Wealth management services
• ETF investment management
• Investment policy statements
• Fiduciary investment advisory

Headquarters

HQ city

Edmonton

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Portfolio Management Fees: Gold Investment Management charges fees based on a percentage of assets under management. The fee structure is transparent and disclosed on client statements. This is a recurring revenue model based on AUM percentage. Clients' assets must reside at a custodian financial institution for protection, with a small additional custodian fee.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Gold Investment Management provides discretionary portfolio management services for affluent individuals and families with a minimum of $100,000 in investable household assets. The firm constructs portfolios primarily using exchange traded funds (ETFs) under a disciplined methodology that combines strategic asset allocation, sector selection, credit cycle analysis, and tactical volatility management. Each client receives a customized Investment Policy Statement (IPS) and an Investment Management Agreement (IMA), with client assets held at an independent custodian.

Product overview

Gold Investment Management operates as a registered portfolio manager offering a unified investment management service built around discretionary portfolio management. The core offering centers on personalized portfolio management where clients grant discretionary authority to make investment decisions. Supporting this are GIM Model Portfolios (quarterly portfolio presentations), GIM Investment Letters (quarterly market commentary), Investment Policy Statements (IPS) serving as the investment roadmap, and Investment Management Agreements (IMA) formalizing the client relationship. The firm primarily invests in exchange traded funds (ETFs) with a disciplined approach combining strategic asset allocation, sector selection, credit cycle analysis, and tactical methods to profit from volatility. The minimum investment size is $100,000 of household assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management Services Discretionary investment management service for affluent individuals and families with minimum $100,000 investable household assets; portfolio managers make investment decisions without prior client approval for each transaction, using strategic asset allocation, sector selection, credit cycle analysis, and tactical volatility management primarily through ETFs.
• Investment Policy Statement (IPS) Written investment roadmap developed for each client that outlines investment objectives, risk tolerance, time horizon, restrictions, financial circumstances, and strategic allocation guidelines to guide ongoing portfolio management.
• Investment Management Agreement (IMA) Individual written agreement that establishes the client-portfolio manager relationship, setting out ongoing communication, types of investments, reporting, fees, risks, and other issues related to clients' individual circumstances.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Portfolio Management Association of Canada (PMAC)minorOthersGold Investment Management is a member of the Portfolio Management Association of Canada, the industry association representing portfolio management firms in Canada. This membership provides industry representation and professional standards alignment.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Wealthsimple: Canadian digital wealth manager offering robo-advisor and discretionary portfolio management for mass-affluent and affluent Canadian clients. Directly comparable on customer segment (Canadian retail investors), fee-based AUM model, and ETF-centric portfolios, though GIM is a higher-touch human-advisor model vs. Wealthsimple's digital-first approach.
• Mawer Investment Management: Calgary-based Canadian boutique investment manager offering discretionary portfolio management across multi-asset strategies. Comparable on geography (Western Canada), boutique scale, fee-based AUM model, and disciplined active management philosophy.
• Letko Brosseau Asset Management: Montreal-based Canadian boutique wealth manager providing discretionary portfolio management to institutional and high-net-worth clients. Comparable on boutique Canadian wealth management, fee-based AUM model, and active multi-asset strategy execution.
• Nicola Wealth: Canadian discretionary portfolio manager and wealth advisor serving HNW families across Canada with fee-based AUM model. Comparable on customer segment (Canadian affluent/HNW families), discretionary portfolio management offering, and Canadian regulatory registration.
• Fisher Investments: US-based private investment adviser offering discretionary portfolio management to high-net-worth and institutional clients with percentage-of-AUM fees. Comparable on fee-based AUM discretionary model, independent fiduciary positioning, and ETF/mutual-fund-based portfolios for affluent US clients — GIM's stated US market.
• Buckingham Strategic Wealth: US fee-only RIA providing discretionary portfolio management and evidence-based investment strategies. Comparable on fiduciary fee-only model, ETF-based portfolio construction, and affluent/HNW client segment.

Broad incumbents

• RBC Phillips, Hager & North (RBC PH&N): Large Canadian institutional and high-net-worth investment manager owned by Royal Bank of Canada, offering discretionary portfolio management with multi-asset strategies. Comparable on Canadian retail/HNW discretionary portfolio management, though at significantly greater scale and as part of a larger bank's wealth platform.
• CI Wealth (CI Financial): Major Canadian wealth management platform offering discretionary portfolio management through advisor channels. Comparable on Canadian HNW/mass-affluent discretionary AUM model, though operating at much larger scale as a public wealth platform.
• IG Wealth Management (IGM Financial): One of Canada's largest wealth management firms providing discretionary and advisory portfolio management to Canadian households. Comparable on Canadian mass-affluent/HNW discretionary portfolio management, though operates as part of a public national wealth platform with significantly greater scale.

Emerging players

• Betterment: US digital wealth manager (robo-advisor) offering automated discretionary portfolio management at low AUM-based fees. Comparable on AUM-based fee model and ETF-based portfolios, though competes primarily via digital/automation rather than high-touch advisor relationship and targets lower minimums than GIM's $100K.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xtwitter.com/GIMltd
• YouTubeyoutube.com/channel/UC7JlVhSmbgckjnSB3CVo7aQ
• Facebookfacebook.com/GoldInvestmentManagementLtd
• LinkedInlinkedin.com/company/gold-investment-management-ltd
• Instagraminstagram.com/gold.investment

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gold Investment Management