Global Exempt Market Solutions

 

We are an Exempt Market Dealer, focused on providing best in class portfolios, services and support to our growing team of Dealing Representatives. 

We operate in Alberta, British Columbia, Ontario, Manitoba and Saskatchewan.

 

Our Portfolios:

Global Exempt Market Solutions provides objective, unbiased investment information to our network of Financial Advisors. We believe that each client's needs and investment profile are unique and that a broad array of options should be available to assist our Advisors in building proper client portfolios. Our Advisors' portfolios feature diversification by company, by financial instrument, by project type, by stage of development and by location. These portfolios also feature flexibility through RRSP eligibility and low minimum investment opportunities. These portfolios can thus be personalized to reflect the varying objectives, time frames and resources of investors.

Our Service:

Global Exempt Market Solutions focuses on sourcing and analyzing best in class opportunities in Exempt Market Securities. We are not an Offering Provider, Issuer or Developer. We are an independent Exempt Market Dealer that has focussed on finding strong investor opportunities over the last four years through extensive analysis and due diligence. Additionally we have educated both the public and financial service community through presentations and training.

We actively work with the educational authorities and have developed a two day training workshop to prepare individuals for completion of the personal Exempt Market Products Licensing course requirement.

Our Support:

Global Exempt Market Solutions is Western Canada’s leading source of education and information regarding exempt market securities. We provide advisor training and public presentations on topics related to investment analysis, portfolio development, marketing and regulations.

We provide extensive back office support services to assist Financial Advisors in the preparation of all required documentation as well as providing detailed tracking of all ongoing projects both currently available and moving through their project lifecycle. Systems and procedures are in place to ensure our advisors have accurate / timely information on their clients investments, to assist them in offering quality service delivery over the Exempt market securities in their clients' portfolios.

If you are interested in having Global assist you in your Exempt Market Products Licensing or if you would like to join our network of Financial Advisors having a unique offering in the marketplace, please contact us for more information and details.