Retirement Planning Services

Retirement planning is about identifying your future sources of income and expenses and then establishing a plan to reach those goals.

Start Planning for your Future Today

Whether you’re currently retired or years away, establishing a financial plan and reviewing it regularly makes sense. With the ever-changing tax laws and investment options, continuous monitoring and updating is essential to ensure you’re on top of things.

As an independent wealth management company with strong alliances among Canada’s top financial companies, GP Wealth has enormous flexibility in designing financial plans and recommending appropriate products for its clients. We pride ourselves on providing objective advice. You get a comprehensive financial plan that is tailored to your needs.

Get Started

Get started by calculating how much you may need to retire comfortably. Then you can decide on the type of retirement products that are best for you.

RRSP Calculator


See how investing regularly in an RRSP can grow your retirement nest-egg.

See how saving regularly in an RRSP can grow your retirement nest-egg.

LIF Calculator


Estimate withdrawals from your LIF in retirement and see how long your savings will last.

Estimate withdrawals from your LIF in retirement and see how long your savings will last.

RRIF Calculator


Estimate withdrawals from your RRIF in retirement and see how long your savings will last.

Estimate withdrawals from your RRIF in retirement and see how long your savings will last.

Related Information

Why Prepare a Retirement Plan?

Why Prepare a Retirement Plan?

Planning for retirement requires a long-term commitment that should not be delayed. One of the most important aspects of the financial planning process is preparing for a secure retirement.

The decisions you make today will have a huge impact on your lifestyle in retirement.

We can help you determine how much you will get from your company pension and the government when you retire, and how to make up the difference with your own customized investment plan.

Managing your RRSP

Why Prepare a Retirement Plan?

Getting started on an RRSP is important – but just as important is what you do with it once you have it. Your investment portfolio should be carefully maintained to make sure it grows well into your retirement.

We can offer you advice on how to nurture your RRSP, ensuring that it reaches its full potential.

Investment and Retirement Products

GP Wealth offers mutual funds from over 30 fund management families. Funds may be discontinued or change names without notice. Some funds have minimum initial deposit requirements, a minimum duration, or have limited subscription.


Types of Investment and Retirement Products

MUTUAL FUNDSGUARANTEED INVESTMENT CERTIFICATES (GICs)
ANNUITIESBONDS AND DEBENTURES*
SEGREGATED FUNDSSTOCKS*

Mutual Funds Available

AGF MANAGEMENT LTD.IA CLARINGTON FUNDS INC.
BEUTEL GOODMAN MANAGED FUNDSMACKENZIE INVESTMENTS
BRIDGEHOUSE INVESTMENT PARTNERSMANULIFE MUTUAL FUNDS
CAPITAL INTERNATIONAL ASSET MGMT.MARQUEST ASSET MANAGEMENT INC.
MARQUEST ASSET MANAGEMENT INC.OCEANROCK INVESTMENTS
RENAISSANCE INVESTMENTSNATIONAL BANK MUTUAL FUNDS
CI INVESTMENTSNEI INVESTMENTS
COUNSEL PORTFOLIO SERVICESNEXGEN FINANCIAL LIMITED
DYNAMIC FUNDSPHILIPS, HAGER & NORTH INVESTMENT
EXCEL FUNDS MANAGEMENT INC.RBC ASSET MANAGEMENT INC.
FIDELITY INVESTMENTS CANADASENTRY SELECT CAPITAL CORP.
FIERA CAPITAL CORPORATIONSPROTT ASSET MANAGEMENT INC.
LOGIQ ASSET MANAGEMENTSTONE & CO. LTD.
FRANKLIN TEMPLETON INVESTMENTSTD ASSET MANAGEMENT INC.
BMO Mutual FundsYORKVILLE ASSET MANAGEMENT
INVESCO CANADA INVESTMENTS

Guaranteed Investment Accounts Available

B2B BANKBMO BANK (ADVISORS ADVANTAGE)
BMO MORTGAGE CORP (ADVISORS ADVANTAGE)BMO TRUST (ADVISORS ADVANTAGE)
BRIDGEWATER BANKCANADIAN WESTERN BANK
CANADIAN WESTERN TRUSTCOMMUNITY TRUST
CONCENTRA FINANCIALDUCA
EFFORT TRUSTEQUITBLE BANK
GENERAL BANK OF CANADAICICI BANK
HAVENTREE BANKHOME BANK
HOME TRUST COMPANYITALIAN CANADIAN SAVINGS & CU
LAURENTIAN BANKMANULIFE BANK/TRUST
MCAN MORTGAGE CORPORATIONPACIFIC & WESTERN BANK
PEACE HILLS TRUSTPEOPLE'S TRUST
VERSA BANK

Segregated Investment Funds


Invesco Segregated FundsGreat West Life Assurance Co.
CI Segregated FundsMackenzie Segregated Funds
Canada LifeStandard Life
Empire LifeTD Guaranteed Funds

If you have any questions about investing in investment and retirement products, send us an email and we would be pleased to help.

Important information

*Bonds and Equities are made available through an exclusive referral agreement with B2B Securities and Q-Trade Investors. Please speak to your financial advisor for further details on this service.

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.

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