Login l Contact l Help     



CONTACT ME


TOP GIC RATES

Click here
to get a list of the top GIC rates available through GP Wealth Management. Please contact your GP advisor for more information regarding any of the above investments.



GET ON-LINE ACCESS
  To obtain access to your accounts, click here or contact us at 1-800-608-7707 ext. 242 or by email at  password@gpwealth.ca  



TOP FUNDS




Find out which funds are currently performing well. Click the links below for each category.
Canadian Focused Equity »
Canadian Fixed Income »
Global Equity »
 
Investment Planning
We create for each client a customized money management program designed to achieve predetermined wishes and goals. Working with a professional financial planner at GP Wealth Management, makes reaching your goals easy and effortless.

Preparing an Investment Plan

Above average investment results can easily be obtained if you know your investment objectives and if you allocate the time to evaluate and monitor your investments on a systematic basis.

In formulating an investment strategy, consideration must be given by you to a number of important factors including age, responsibilities, investment objectives and tolerance for risk.

Get Started
Your first step is to complete an investment profile questionnaire to help prepare an investment plan. Then you can decide on evaluating your investments.
Investment Profile Questionnaire
The next step is to evaluate present investments and to compare them against the investment strategy. At this stage, changes may need to be made to the existing portfolio to make it consistent with your investment objectives.
Here's where we can help!
We prepare and review a comprehensive investment plan to help you reach your goals, we then help you decide on the best options for investing and building your portfolio.

 

Additional Information
Signature Service Account
Find out more about the signature service account and your investment planning.
Learn more
Planning Calculators
Visit our Learning Centre for more information.
Learn more
Archives
Market Comments | Q1 2017
Market Comments | Janaury 2017
Market Comments | December 2016
Market Comments | September 2016
Market Comments | Janaury 2016
What's New

Market Commentary| Q2 2018
Although the fundamentals of the world economy remain strong, there are ominous signs of risk that investors should heed going forward.

Here are some insights into recent developments in the markets and a perspective on what you can expect in the future.
Market Commentary Report

Market Commentary| Q1 2018
It’s been an eventful time for financial markets and investors. In the early days of 2018, equities in many regions around the world continued the dizzying rise in valuations that had characterized most of 2017. Read more ...
Market Commentary Report

Market Commentary| Q4 2017
Looking back at 2017, it was the first year since the 2009 financial crisis that economic growth surprised to the upside almost everywhere around the globe.
Read more ...
Market Commentary Report

Market Commentary| Q3 2017
As discussed in our Q2 commentary, the resumption of coordinated global growth, which occurred in early 2017, is creating a steady backdrop for asset markets.
Market Commentary Report

Market Commentary| Q2 2017
The year kicked off with an upswing in the markets driven by a return to synchronized growth in the United States and globally. Encouragingly, that trend continued in the first quarter. Download the report to read more.
Market Commentary Report

Bank of Canada Hikes Interest Rate: What Does This Mean For You
The Bank of Canada announced Wednesday it's hiking its key lending rate to 0.75 per cent, from 0.5 per cent.  It's the first time in nearly seven years that the central bank has raised borrowing costs for Canadians.
Read more

An Investment Policy Statement. Do you have one? 
As part of our continuing Investor Education Program, we've developed a new brochure that highlights the benefits of having an Investment Policy Statement (IPS), and details how you can work with your financial advisor to create one.

We encourage you to take a few minutes to read it as it contains important information intended to help you with your investment planning.
Download Brochure
Getting Advice Stay current with us
Reviewing your Financial  Plan? We encourage you to talk to us. Click here, if you would like to discuss your financial plan or to receive information by mail. Sign up to the GP E-Wealth Guide for informative tips and the latest news and research.
 
Not a GP client yet? Find out more about
  Sign up now Open an Account