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Why Prepare a Written Plan?

Financial planning isn't reserved for those with big incomes or investment portfolios. The whole idea behind planning is to ensure that you're doing everything that you can to accomplish your goals. Anyone with a financial goal needs the affordable and convenient financial planning offered by GP Wealth Management. With the help of a professional financial planner, you can develop a plan that is personal to you. 

It starts by downloading and completing a detailed Financial Planning Questionnaire.

Fnancial Planning Questionnaire
 
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
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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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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