 |
 |
|
TOP GIC RATES
Click
here to get a list of the top
GIC rates available through GP Wealth Management. Please contact your GP advisor for more information regarding any of the above investments.
|
|
|
 |
| |
Open an account and request
GP Information Kits and
Applications. Learn more... |
|
|
|
|
 |
 |
|
|
| 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| Q1 2017 | | Positive momentum in stock prices continues in the U.S and internationally, though volatility should still be expected. Download the report to read more. | Market Commentary Report |
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 |
Market Commentary| January 2017 | | Looking back on 2016, a year that contained its share of far-reaching geopolitical events—the U.K. vote to leave the European Union (EU) and the election of Donald Trump as U.S. president, to name two—it's extraordinary that financial markets remained relatively calm and, in the end, generated substantial year-over-year gains. Read more. | Market Comment Report |
Market Commentary| December 2016 | | For investors in U.S. equities, 2016 has been a roller coaster of a year. January opened with a heart-stopping drop in valuations, followed by a slow but steady recovery. Read more about the year in review. | Market Comment Report |
Market Commentary| September 2016 | | Despite the recent corrective move in U.S. equities, the dominant theme in the markets this summer, post Brexit, was that stock valuations were generally flat. Read more. | Market Comment Report |
Market Commentary | January 2016 | | When the markets turn volatile, even the most patient investors may come to question the wisdom of the investment plan that they've been following. |  | Read more | | Getting Advice | Stay current with us | | 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. |  | Sign up to the GP E-Wealth Guide for informative tips and the latest news and research.
| Not a GP client yet? Find out more about | | | Sign up now | Open an Account |
|
|
|
|
|
 |
|
|