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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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Document Centre
GP Capital Insurance Forms
We have made available many of the most common forms and documents required when initiating a transaction. If you require a specific form or document not listed below, please contact us and we will make it available right away.

Insurance Account Forms
NAAF New Account Application Form
CRD Corporate Resolution
EDOIS Entity Director/Owner Info Sheet
TPDS Third Party Determination Statement
CODR Change of Dealer
TAOI Transfer Authorization of Investment (In Kind/Cash)
FUCDF Free/Matured Unit Consent Form
KYCF Client KYC Update Form
FACF Financial Account Change Form
NFACF Non-Financial Account Change Form
verify PAC Pre-Authorized Chequing Agreement
IPQ Investor Profile Questionnaire
PFPQ Personal Financial Planning Form
Account Holder Disclosure Documents
GPCID Client Information Document
GPPPN Privacy Policy Notice
LDD Leverage Disclosure
Investment Planning Tools
Use these investment planning calculators to set savings goals, determine the effects of tax on your investments or to plan an income stream.  

See how a one-time investment or regular deposit can grow over the years.
Investment & Regular Deposits
Using this calculator will show you the advantages of starting early.
Advantage of Early Investing

Note: All forms should be completed in consultation with your Financial Advisor or Planner.
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