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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.
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What's New

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

Market Commentary| Q1 2017
Positive momentum in stock prices continues in the U.S and internationally, though volatility should still be expected. Download the report to read more.  
Market Commentary Report

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

Market Commentary| January 2017
Looking back on 2016, a year that contained its share of far-reaching geopolitical events—the U.K. vote to leave the European Union (EU) and the election of Donald Trump as U.S. president, to name two—it's extraordinary that financial markets remained relatively calm and, in the end, generated substantial year-over-year gains. Read more.
Market Comment Report

Market Commentary| December 2016
For investors in U.S. equities, 2016 has been a roller coaster of a year. January opened with a heart-stopping drop in valuations, followed by a slow but steady recovery. Read more about the year in review.
Market Comment Report

Market Commentary| September 2016
Despite the recent corrective move in U.S. equities, the dominant theme in the markets this summer, post Brexit, was that stock valuations were generally flat. Read more.
Market Comment Report

Market Commentary | January 2016
When the markets turn volatile, even the most patient investors may come to question the wisdom of the investment plan that they've been following.
Read more
Getting Advice Stay current with us
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