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TOP GIC RATES

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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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TOP FUNDS




Find out which funds are currently performing well. Click the links below for each category.
Canadian Focused Equity »
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3 Easy steps to set up a Signature Service Account

Working with your Financial Advisor, together you will build a strategy from account opening to account management and it starts with:
  1. Determining your ideal risk profile
  2. Developing a detailed portfolio audit of your current situation
  3. Establishing your ideal portfolio


You then choose from a variety of commission free investment options including:

  • F-Class Mutual Funds
  • F-Class Pooled Funds
  • Money Market Issues (T-bills, and Commercial Paper)
  • Guaranteed Deposits and Daily Interest Savings Accounts
  • ETF Funds
  • Equities and Bonds1


Your Financial Advisor then:

  • Monitors your accounts on an ongoing basis and; 
  • Reports back to you on an agreed upon schedule

You then receive a comprehensive account statement on a quarterly basis with an annual fee summary that is simple and transparent. 

1 Equity and Bonds are provided by a referral agreement with Q-Trade Canada Inc.  GP Wealth Management Corporation is registered as an Exempt Market and Mutual Fund Dealer and is restricted from dealing in Equities and Corporate Bonds directly. Please speak to your Financial Advisor or contact investor services at our toll free number 1-800-608-7707 for more information.

Related Information 
 
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Client Information Document Get independent thinking working for you ...
Know what to expect as a client when working with a GP Wealth Financial Advisor or Planner. Read the Client Information Document. Reviewing your Investment Plan? We encourage you to talk to us. Click here, if you would like to discuss your investment plans or to receive information by mail. Not a GP client yet? Find out more about:
Download Document Open an Account