Dealer Services
OUR SERVICES
We’re committed to providing our independent Financial Advisors the highest level of support services available in our industry.
This website reflects one of the ways we’re demonstrating our commitment, and we hope you find the tools we’ve provided useful in strengthening your relationships with your clients.
If you have any questions or comments about how we can help serve you better, call GP Wealth Management Dealer Services at 416-622-9969 or send us an email.
Related Information
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Dealer Services Mission Statement
Our mission is to satisfy the needs of our Financial Advisors. Our goal is to deliver service, which ensures:
- Timely and accurate execution of trades.
- Effective communication, which is prompt, courteous and well informed.
- Accuracy of client statements.
- Financial Advisors transitioning into GP Wealth Management will experience minimum disruption to their business.
- Training is provided to support financial planners and their assistants.
- Technology is fully utilized to increase productivity and enhance communication within the organization.
Our Core Values
- The foundation on which we build our practices is based on the following core values:
- Teamwork – Working together for common goals.
- Relationships – Nurturing strong relationships with our financial planners, third-party suppliers, and; clients.
- Proactivity – anticipating the needs of Financial Advisors.
- Compliance – Adhering to industry regulations, keeping up-to-date with changes, and communicating such changes to all of the members of GP Wealth Management.
- Attitude – valuing our work, valuing the people with whom we work, and valuing our Financial Advisors and their clients.