Take Our Investor Profile Questionnaire

Making wise investment decisions requires a proper and full assessment of your profile as an investor.

Investor Profile Questionnaire

What’s Next

If you’ve just completed the IPQ, well done! The next step is to evaluate your current investments and compare them against your investor profile.

At this stage, changes to your existing portfolio may be necessary to make it consistent with your newly defined investment objectives.

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 education savings plan? 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.