Operations Memo

OM_2022-01; Launch of New Website

For more information, contact:

Advisor Services Team

Date Issued:

January 4, 2023

As many of you know by now, we launched a new website last week. We employed a “soft launch” approach, on what we felt would be a relatively quiet week to ensure that any bugs or issues could be resolved quickly with minimal disruption.

We identified some minor issues with some clients and advisor assistants who were not able to initially login, but we were able to get that quickly resolved and there were no further issues. 

The concept worked well, however; we should have provided more formal communication to let you know in advance of the soft launch.

Going forward, all users should now have access and will see some design changes and new features and benefits that will be formally communicated to clients in the upcoming print and digital Wealth Guide.

Here are some highlights of the new site for you and your clients:

  • A new layout and modern design
  • A user-friendly browsing experience across all devices, allowing your clients to stay informed on their investment accounts anywhere, anytime
  • An enhanced menu structure, making it easier for your clients to find the information about your products, services, and accounts
  • A document centre with access to forms and more
    Investment research on holdings that clients can easily access
  • Daily GIC rates from over 20 financial institutions
  • A simplified investor dashboard with alerts to notify clients whenever new information is posted
  • New, easy-to-use financial calculators to help make informed financial decisions
  • A new easy-to-use online Investor Profile Questionnaire. Your clients can log in and access the digital version of the questionnaire found in the E-Learning Centre under "Tools & Calculators”. After answering the questions, they can send a PDF copy of the results directly to you.

Coming Soon

  • A private messaging system connected to your email that lets clients send you messages and receive replies directly from the investor dashboard

Webinar Training

We are hosting a webinar on Thursday, January 13 to review the new site and walk you through the new features. Expect an invite this week and we hope you can attend!

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