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 custom catalogue of products sourced from our primary provider based in Calgary, AB, Canada. With hundreds of options to choose from, most people get overwhelmed with choices. We have chosen a broad selection of the most common and best-valued gold and silver items to help you get started. You simply browse the online shopping cart at http://catalogue.thewealthcoaches.com 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. | The Wealth Coaches.
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, 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.
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 suppliers. 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 on another of our offered courses 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. | The Wealth Coaches).
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. Note: you must be enrolled in this course to access our supplier information.