Investment Planning | | We create for each client a customized money management program designed to achieve predetermined wishes and goals. Working with a professional financial planner at GP Wealth Management, makes reaching your goals easy and effortless. Preparing an Investment Plan Above average investment results can easily be obtained if you know your investment objectives and if you allocate the time to evaluate and monitor your investments on a systematic basis. In formulating an investment strategy, consideration must be given by you to a number of important factors including age, responsibilities, investment objectives and tolerance for risk. | Get Started | | Your first step is to complete an investment profile questionnaire to help prepare an investment plan. Then you can decide on evaluating your investments. | Investment Profile Questionnaire | | The next step is to evaluate present investments and to compare them against the investment strategy. At this stage, changes may need to be made to the existing portfolio to make it consistent with your investment objectives. | Here's where we can help! | | We prepare and review a comprehensive investment plan to help you reach your goals, we then help you decide on the best options for investing and building your portfolio. | | |
What's New |
Market Commentary| Q3 2018 |
Investors should beware that looming risks such as the U.S.–China trade war or the U.S. Federal Reserve's ongoing interest rate hikes could dampen economic growth and stifle confidence in the markets.
Here are some insights into recent developments in the markets and a perspective on what you can expect in the future. |
Market Commentary Report |
Market Commentary| Q2 2018 |
Although the fundamentals of the world economy remain strong, there are ominous signs of risk that investors should heed going forward.
Here are some insights into recent developments in the markets and a perspective on what you can expect in the future. |
Market Commentary Report |
Market Commentary| Q1 2018 |
| It’s been an eventful time for financial markets and investors. In the early days of 2018, equities in many regions around the world continued the dizzying rise in valuations that had characterized most of 2017. Read more ... |  |
Market Commentary Report |
Market Commentary| Q4 2017 |
Looking back at 2017, it was the first year since the 2009 financial crisis that economic growth surprised to the upside almost everywhere around the globe.
Read more ... |
Market Commentary Report |
Market Commentary| Q3 2017 |
| As discussed in our Q2 commentary, the resumption of coordinated global growth, which occurred in early 2017, is creating a steady backdrop for asset markets. |
Market Commentary Report |
Market Commentary| Q2 2017 |
| The year kicked off with an upswing in the markets driven by a return to synchronized growth in the United States and globally. Encouragingly, that trend continued in the first quarter. Download the report to read more. |
Market Commentary Report |
Bank of Canada Hikes Interest Rate: What Does This Mean For You |
| The Bank of Canada announced Wednesday it's hiking its key lending rate to 0.75 per cent, from 0.5 per cent. It's the first time in nearly seven years that the central bank has raised borrowing costs for Canadians. |
Read more |
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 |