Discover the Advantage of Personal Service
Planning for financial independence
We understand that planning for financial independence is an ongoing activity. Depending on what stage in your life you are at, and what your financial goals are, there are a number of issues and factors that should be considered. In this section, we offer some helpful advice and tips that are specific to where you are in your financial life.
Explore our Investor Education Hub
Getting Advice
How working with a financial advisor can help you build wealth.
Financial Planning
Determine your financial goals and create a plan to achieve them.
Retirement Planning
Get started planning how much you'll need to save to retire comfortably.
Investment Planning
Learn what’s important to building a successful investment portfolio..
Education Planning
Start saving now for your child’s future post-secondary education.
Advanced Tax Planning
Minimize your annual tax bill with smart tax planning.
Insurance and Estate Planning
Protecting your assets and the ones you love.
Debt Management
Proper debt management will help you reduce your debt sooner.
Comprehensive Financial Planning
How you benefit
Investment
Planning
How you benefit
Retirement
Planning
How you benefit
Education
Planning
How you benefit
Advanced Tax Planning
How you benefit
Estate
Planning
How you benefit
Whether you’re starting to save, building momentum or retiring, we can help. We encourage you to explore your options and start planning today.
What's New
Investor Education
Helping you improve your personal finance skills
We’re excited to announce the expansion of our E-Learning Centre with a series of educational brochures. Each of the following brochures contains important information intended to help you get the most benefit from working with your financial advisor.
An Investment Policy Statement (IPS). Do you have one?
As part of our continuing Investor Education Program, we’ve developed a new brochure that highlights the benefits of having an Investment Policy Statement (IPS) and details how you can work with your financial advisor to create one. We encourage you to take a few minutes to read it as it contains important information intended to help you with your investment planning.
Read more about investment planning and how you can benefit from an Investment Policy Statement.
The Benefits of Developing a Financial Plan
Read about the essentials of financial planning and how it can provide insights into how you can benefit from having a good financial plan.
Understanding The Cost Of Advice
Understanding the Cost of Advice provides important information on the fees you pay to GP Wealth and your financial advisor, as well as the benefits you receive in return as a client.
How Your Financial Advisor Is Compensated
Learn more about How Your Financial Advisor Is Compensated and the options that are most appropriate for you.
Working with Your Financial Advisor
The value of advice is well recognized. This brochure contains important information intended to help you get the most benefit from working with your financial advisor.