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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.

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TOP FUNDS



Find out which funds are currently performing well. Click the links below for each category.
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Comprehensive Financial Planning

Now with Comprehensive Financial Planning, you can determine what your financial needs are today and for the future.

Our service begins with a free consultation, which will provide you with an assessment of your current situation, and detail areas you should be focusing on. After that, drawing on our expertise in financial planning we'll create a precise plan detailing how you can reach all your financial goals.

You will learn how to:

  • Take advantage of retirement savings plans
  • Use RRSPs effectively
  • Establish an appropriate cash reserve
  • Invest new savings
  • Develop an educational savings plan for your kids
  • Make comfortable decisions about investment risk
  • Adjust your current asset allocations
  • Establish a diversified portfolio of stock and bond mutual funds, including lists of recommended funds
  • Protect your goals in case you or your spouse dies
  • Determine if you have the correct amount and type of life insurance.
Related information 
Benefits of
Financial Planning
  • Keeps you on track with your current financial affairs 
  • Helps with planning for retirement
  • Allows you to be better equipped for emergencies
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Get Started
Get started by calculating your cash flow and net worth. Then decide how much you can save to reach your goals and watch your net worth growth. 
Cash flow statement
 
Net worth statement
 

Here's where we can help!
We prepare and review a comprehensive plan to help you reach your goals, we then help you decide on the best options for investing and building your portfolio.
 
The Value of Advice Get independent thinking working for you
Canadians with financial advisors are more confident about their future.

Learn more, download the independent report on
The Value of Advice		 Reviewing your Financial Plan? We encourage you to talk to us. Click here, if you would like to discuss your financial planning or to receive information by mail. Not a GP client yet? Find out more about:
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