Services Overview

Discover the Advantages of Our Personal Services

Our approach to wealth management

We take a disciplined, process-driven approach to provide you with a level of service that is agreed upon and reviewed on a regular basis. We proactively address all aspects of your wealth management through your various life stages and develop strategies that are unique to your particular needs.

Together we build your strategy by:

  • Determining your ideal risk profile
  • Developing a detailed portfolio audit of your current situation
  • Establishing your ideal portfolio
  • Monitoring your account on an ongoing basis
  • Reporting back to you on an agreed-upon schedule

Ultimately, our approach allows us to get to know you well enough to ensure we’re providing the best advice in all aspects of your financial life. We’re partnering with you for the long-term.

Here’s where we can help you most

We have the expertise, tools and research to create a wealth management strategy that’s customized to your unique goals and financial situation.

Comprehensive

Financial Planning

How you benefit:

  • Keeps you on track financially
  • Helps with retirement planning
  • Prepares you for emergencies

Investment

Planning

How you benefit:

  • Keeps you on track financially
  • Defines your ideal risk profile
  • A plan aligned with your objectives

Retirement

Planning

How you benefit:

  • Determines how much you need
  • Results in a customized plan
  • Includes regular monitoring

Education

Planning

How you benefit:

  • Tax-advantaged account  
  • Tax-sheltered growth 
  • Government grants

Advanced Tax

Planning

How you benefit:

  • Minimize your tax bill
  • Tax-sheltered investing
  • Maximize credits and deductions

Estate

Planning

How you benefit:

  • Reduce probate fees 
  • Update or prepare a Will
  • Verify estate income needs

The Value of Advice

Canadians with financial advisors are more confident  about their future.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.

GET ON-LINE ACCESS

To obtain access to your accounts, email us or contact us at 1-800-608-7707 ext. 242.

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