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TOP FUNDS




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E-Learning Centre

Discover the advantage of personal service.

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.
 

Common Topics

Planning Tools


Whether you’re starting to save, building momentum or retiring, we can help. We encourage you to explore your options and start planning today.
 
Education Centre
Planning Tools

Financial Calculators
 
 
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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.

We encourage you to take a few minutes to read each brochure as it contains important information intended to help you get the most benefit from working with your financial advisor.


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

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.
Download Brochure

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, and what you receive in return as a client.

Download Brochure


How Your Financial Advisor Is Compensated

Learn more about How Your Financial Advisor Is Compensated and the options that are most appropriate for you.

Download Brochure


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.

Download Brochure

















 
The Value of Advice Getting Advice
Canadians with financial advisors are more confident about their future.

Learn more, download the independent report on
The Value of Advice
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. Not a GP client yet? Find out more about:
Download Report Open an Account