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Financial Planning Centre

Retiring how you want starts with building a personalized plan now.

Management TeamEmailTelephone
George Aguiar
President and CEO
gaguiar@gpwealth.ca

416-622-9969 ext. 228
Louis Aguiar
Executive Vice President
laguiar@gpwealth.ca416-622-9969 ext. 230
Peter Evenson
Vice President Business Development
pevenson@gpwealth.ca416-622-9969 ext. 234
Paula Sprentz
Executive Vice President, Marketing and Communications
psprentz@gpwealth.ca416-622-9969 ext. 229
Mak Sangha
Chief Operation Officer
msangha@gpwealth.ca416-622-9969 ext. 229
Ingela Baker
Vice President Finance
ibaker@gpwealth.ca 416-622-9969 ext. 245

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Why Prepare a Written Plan?

Financial planning isn’t reserved for those with big incomes or investment portfolios. The whole idea behind planning is to ensure that you’re doing everything that you can to accomplish your goals. Anyone with a financial goal needs the affordable and convenient financial planning offered by GP Wealth Management.

With the help of a professional financial planner, you can develop a plan that is personal to you.

Benefits of Financial Planning

  • Keeps you on track with your current financial affairs
  • Helps with planning for retirement
  • Allows you to be better equipped for emergencies
  • It starts by downloading and completing a detailed Financial Planning Questionnaire

Additional Information

Personal Services

Discover the advantage of personal service.

We create for each client a customized money management program designed to achieve predetermined wishes and goals. Working with a professional financial advisor makes reaching your goals easy and effortless.

As a client we will:

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The Value of Advice

Canadians with financial advisors are more confident  about their future.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.

GET ON-LINE ACCESS

To obtain access to your accounts, email us or contact us at 1-800-608-7707 ext. 242.

© 2022 GP Wealth Management. All rights reserved.