Operations Memo

OM_2022-14; 2023 Monthly System Access Fee

For more information, contact:

Advisor Services Team

Date Issued:

December 2, 2021

Each year we budget and commit financial resources to developing and supporting an advisor platform to assist you in operating and growing your practice.

An important theme and objective are to continue investing and supporting web-based applications, paperless operations and digital services. The Monthly System Access Fee includes the following applications and tools:

  • Client Management System powered by w.Investment
  • GP Wealth Plan powered by Wealth Elements
  • Microsoft 365 with the latest version of all Microsoft applications
  • Dynamics 365 – a leading CRM solution integrated with your W.Investment application
  • Your personal advisor website with an E-Learning Centre & Investor Education Material
  • GP Wealth Guide - printed and electronic version
  • Advisor Branding Program
  • Daily GIC rates powered by Cannex
  • Electronic Trust Deposit Services (One-Time PAC and Bill Payment)
  • E-Signature Services powered by SignNow
  • E-Fax Services powered by Documo

With increasing costs associated with delivering and supporting these systems, it is necessary that we implement a modest increase to the Monthly Systems Access Fee to $395.00 per month beginning January 1, 2022.

As always, if you have questions or comments, contact the Advisor Services Department by email at advisorservices@gpwealth.ca.