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- Custodian
- Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-21-2011
- Office Locations
- 1
Office Locations
About Gold Investment Management Ltd.
Gold Investment Management (est. 2007) is a Canadian registered portfolio manager and SEC-registered investment adviser providing discretionary, fiduciary portfolio management for households (min $100k) across multiple Canadian provinces and the U.S. The team includes CFA charterholders and builds IPS-driven portfolios using strategic asset allocation and tactical rebalancing, often implemented with tax-efficient ETFs. Custody is held at RBC.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHON ANDREW LEWIS GOLD
Chief Compliance Officer, President
- CRD
- #5975791
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $525,761,061 | $181,924 |
| Non-Discretionary | $0 | -- |
| Total | $525,761,061 | $181,924 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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