E-Learning Centre

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

  • Keeps you on track financially
  • Helps in retirement planning
  • Prepares you for emergencies

Investment
Planning

How you benefit

  • Defines your ideal risk profile
  • A plan aligned with your objectives 
  • An appropriate asset-mix

Retirement
Planning

How you benefit

  • Determines how much you need
  • Results in a customized plane
  • Regular reviews and monitoring

Education
Planning

How you benefit

  • Open a tax-advantaged account
  • Tax-sheltered growth
  • Take advantage of government grant deposits

Advanced Tax Planning

How you benefit

  • Minimize your tax bill
  • Tax-sheltered investments
  • Maximize tax credits and deductions 

Estate
Planning

How you benefit

  • Reduce probate fees
  • Update or prepare a will
  • Verify the income needs of your estate

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.

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.