View Your Portfolio Online

With online access, managing your finances has never been easier.

It's a secure and easy way to stay both in contact with your financial advisor and on top of your accounts and investments.

We invite you to use our tools and calculators to better plan your investments and expenditures. If you have any questions, send us an email and we would be pleased to help.

Some additional benefits...

  • Daily portfolio values
  • Investment research on all your holdings
  • Applications and Transaction Forms
  • News and updates

Not online yet?

If you've never logged in before, click here to register or contact Investor Services at 1-800-608-7707 ext. 221 between 9:00 am to 5:00 pm Monday to Friday to obtain a username and temporary password for immediate access.

Then return to our site and follow these instructions:

  • Click the Login button to enter your username and temporary password
  • Choose your new password, then click Next
  • Choose three security questions and answers, which will help you when retrieving a forgotten password. Click Next
  • Click Finish to return to the Login page

Your profile setup is now complete, and you can begin to enjoy the convenience of GP Wealth Management Online.

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.