How to Acquire Gold & Silver

The Wealth Coaches | Wealth Academy is pleased to be able to offer our clients direct access to precious metals investments through our various preferred suppliers in Canada and the USA.

To make a purchase using either non-registered or registered account investment funds, we provide you a link to our primary provider based in Calgary, AB, Canada (see below). You browse the online shopping cart and then let Coach James know what items you are interested in acquiring. You may contact him directly at [email protected] or 403-269-4100 with your request and contact information. He will then reach out to you to discuss an allocation strategy and your next steps.

Once your selected item list has been finalized, an order will be submitted by Coach James to the supplier through our direct agency account (i.e. our parent company Trilogy Promotions Inc.).

Non-Registered Funds

In the case of non-registered funds, you will then send a wire transfer to Trilogy Promotions Inc. for the full amount of the invoice (bank ACH transit information will be provided at that time). If paying by credit card or PayPal, the cash discount shown in the listed prices will not apply and the processing fees will be added to the order total by our supplier. Note: We do not charge any additional service fees on top of the order total.

Registered Funds

In Canada, the following types of registered accounts qualify for investments through a registered account held at our supplier's preferred contracted broker, Questrade:

  • RRSP - Registered Retirement Savings Plans
  • TFSA - Tax-Free Savings Accounts
  • RESP - Registered Education Savings Plan
  • LIRA - Locked-in Retirement Accounts
  • LIF - Life Income Fund
  • RRIF - Registered Retirement Income Fund

All registered accounts must be established and held only with Questrade as they are the current broker that has the complex registration and storage procedure already established with our supplier. Legally, all precious metals registered investments must be held only in a segregated account at a secure authorized and insured facility. All deposits are held in one of the following Class 3 vaults operated by Brinks Global Services in Canada (Calgary, Toronto, or Vancouver). Non-registered metals can also be stored in the United States (Salt Lake City) or Singapore (Singapore).

Before you can place an order using your registered funds, they must be transferred into your Questrade account from your current financial institution. Coach James can assist you with that procedure and in establishing a Questrade account. (See this lecture for the self-serve procedure to set up a Questrade account.)

As with non-registered accounts, you simply let him know what items you are interested in acquiring by contacting him directly at [email protected] or 403-269-4100 with your request and contact information. He will then reach out to you to discuss an appropriate gold/silver allocation strategy and your next steps.

Once your selected item list has been finalized, an order will be submitted by Coach James to the supplier through our direct agency account (i.e. our parent company Trilogy Promotions Inc.).

Only after your funds have been transferred into your Questrade account from your current financial institution, THEN the order is placed with our supplier, and the funds are electronically transferred from your Questrade account to our supplier to pay for the order. At no time do you send payment directly to Trilogy Promotions or the supplier; funds only come from your registered account at Questrade!

We do have other suppliers in Canada and the US that we also use; please reach out to us if our preferred supplier listed below is unsuitable for any reason.


Our Preferred Precious Metals Supplier


SilverGoldBull.ca


We currently are partnered with one of the leading Canadian precious metals firms in Canada, Silver Gold Bull. They are an A+ rated Better Business Bureau Calgary-based firm that was the Bullion Dealer of the Year in 2018. We have worked with them confidently since 2013 and highly recommend them to our students and clients. We have a dedicated inside rep who assists us and our clients directly when needed, particularly with the more complex ordering procedures around registered accounts.

Learn more about them at https://silvergoldbull.ca/about-us and get all your questions answered at https://faq.silvergoldbull.ca.

Once you have reviewed their credentials, you may begin browsing the catalogue to select your items. The prices you see are the prices you pay (subject to minute-by-minute price fluctuations as the spot price changes).

As you independent representatives, we provide the relevant advice, coaching, and assistance to make your ordering experience a pleasant one.