Lisa Dregne's Contact Details

Lisa Dregne's Company Details

Global View Capital Advisors

Waukesha, WI, US • 100 - 249 Employees
Financial Services

At Global View Capital Advisors, we keep things simple. We believe that being a good advisor means building a long-lasting relationship with you – the client. We want to be there with you through life's journey as you make the financial decisions that help you achieve your dreams and goals. We conduct a thorough review of your current financial situation and make practical recommendations for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you.Our Advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow and protect your personal economy. We listen. We advise. We care.We are a diversified financial services firm with business in investment advisory, insurance, business development and global asset management. We were founded by a group of passionate independent investment professionals dedicated to a fiduciary standard of care. The firm has over 150 associates and employees and is headquartered in Waukesha, WI and Toronto, Canada. Our business model serves as the 21-century model of the future by partnering with the world's best advisors, money managers and product partners to design, grow and protect the personal economies of families from all over the world. Advisory services offered through Global View Capital Management, Ltd. (GVCM). GVCM is a SEC Registered Investment Advisory Firm headquartered at N14 W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188.