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Click here to get a list of the top GIC rates available through GP Wealth Management. Please contact your GP advisor for more information regarding any of the above investments.

TSX15712.4696.530.62 %
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DOW20766.05215.851.05 %
Nasdaq5983.7072.871.23 %

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Welcome to GP Wealth Management

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The power of independent thinking.

We're a family-owned financial services firm, specializing in wealth management, insurance and banking.  Independent thinking is part of our DNA – just as it's deeply imbedded in the DNA of our independent financial advisors.  We offer only third-party financial products and provide exceptional financial advice tailored to your unique needs.

Why not put the power of our independent thinking to work for you?

What's New

2017 Federal Budget 
On March 22, the federal government tabled its second budget since winning a majority in the 2016 election. Numerous policy and tax changes were announced that could affect your personal finances. Read our budget summary for the details you need to know.
2017 Federal Budget Document

Tax Deadline Reminder
For most Canadians, the deadline to file your 2016 income tax return is Monday, May 1, 2017. Here's a checklist with many common tax items to help you get your important papers in order.

Tax Documentation Checklist

Market Commentary| Q1 2017
Positive momentum in stock prices continues in the U.S and internationally, though volatility should still be expected. Download the report to read more.  
Market Commentary Report

Tax Efficent Investing
For the right investor, certain types of funds can really help make your portfolio more tax-efficient. Read about two of these types of funds below.
>>Corporate Class Funds
>>T-Series Funds

Enhanced Account Statements are now available

GP Wealth Management has enhanced its account statements in keeping with the financial industry’s augmented reporting requirements under the CRM2 regulatory initiative.  Your account statement will now include new, easy-to-understand reporting on the performance of your investments and the fees you pay for services.

Learn more

An Investment Policy Statement. 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.

Download Brochure

Read more about Investment Planning and how you can benefit from an Investment Policy Statement.

Read more

Fund Facts Document

Effective May 30, 2016, you must receive a Fund Facts document prior to purchasing a mutual fund. The Fund Facts document provides valuable information about a mutual fund, including the performance history, investments and the costs associated with investing in a mutual fund. To learn more view the Fund Facts guide.

Fund Facts Guide

Do you have a wealth plan?
Ask about the GP Wealth Plan. It will keep you on track now and into the future.

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Stay current with us Get independent thinking working for you ...
Sign up to the GP E-Wealth Guide for informative tips and the latest news and research.

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Reviewing your Financial Plan? We encourage you to talk to us. Click here, if you would like to discuss your financial plan or to receive information by mail.

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