Open a Segregated Fund Account

How would you like to apply?

Welcome and thank you for your interest in opening a segregated fund account through GP Capital Insurance Agency. To get started, choose one of the three options below:

Option 1 – Request Information Kit and Applications


Fill out a simple form to tell us what information you would like to receive, and we will mail you an Application Form and Information Kit right away.

Option 2 – Download Application(s)


Click the buttons below to download the applications you require. Then print the forms, complete them and return them to us.

**Transfer your existing account in-kind to GP Capital Insurance Agency.

Please Note: for security reasons, applications must bear original signatures and, therefore, cannot be returned to GP Capital Insurance Agency by email.

Send completed forms to:

GP Capital Insurance Agency Ltd.
5045 Orbitor Drive, Building 11, Suite 400
Mississauga, Ontario L4W 4Y4
Attn: Investor Services Department

Option 3 – Call to Request Information


If you prefer, you can call our office and speak with one of our representatives in person:

  • Local calls: 416.622.9969 ext. 0
  • Toll-free long-distance calls: 1.800.608.7707 ext. 0

Signature Service Account

Discover how our Signature Service Account can help you save more effectively for your retirement.

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.