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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.
Learn more
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What's New

Market Commentary| Q3 2019
Market Commentary Report

Market Commentary| Q2 2019
Market Commentary Report

Market Commentary| Q1 2019
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.
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