I've read every issue of the Globe & Mail since May 6th 1985 - Trusted Wealth Professionals Trusted Wealth Professionals

Thanks again Dad.

Note: The Globe started publishing in 1936, I don’t go back that far 🙂

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TWP Overview

Trusted Wealth Professionals are fully licensed complete service wealth professionals, who can offer ALL the investment products, services and styles to their clients. Including practicing the investment style Buy and Rule ® for individual investors, families, and business owners.

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Rules Based Investing

Rules-Based Investing (RBI) is an investment technique that preserves capital. Practicing RBI, an investor gains during Up markets, and minimizes downside risk during Down markets. RBI, also known as Buy and Rule ®, is Pension Style investing, perfect for Individual Pension Plans (IPPs).

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CIC Course

The Canadian Investors’ Course (CIC) educates investors on portfolio construction and the various instruments within a portfolio; ie. stocks, bonds, ETFs, etc … Investors are also educated about the various licensed professionals in Canada and how they earn their fees.

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I’ve read every issue of the Globe & Mail since May 6th 1985