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Call Me Today!
1.800.608.7707 x234
Peter Evenson
VP Business Development
Signature Service Account
Introducing our unique fee-based platform for independent advisors. With Signature Service as part of your suite of account and service options, you'll gain new opportunities to:
- Strengthen your client relationships
- Increase your assets under administration
- Attract higher-end clients to your practice
- Encourage generational investment planning
Let us help you develop a business plan to introduce your clients to fee-for-service planning and transition them to a Signature Service Account.
"When I first considered moving my book to GP Wealth, I was concerned about the potential for disruption to my business. However, the GP Wealth transition team quickly allayed my concerns. They knew exactly what they were doing and were responsive to all my requests. The transition was handled extremely professionally and my practice has benefited ever since." J. Gregory Goldsworthy, CFP
GP Wealth Management
Collingwood, Ontario
"I received fantastic support from GP Wealth's transition team when I moved my book over. They were fully involved in all aspects of the process — from document preparation, to follow-ups, to reconciliation of the "before" and "after" picture. Within 6 weeks, the transition was complete to the total satisfaction of my clients, and myself."Peter Laba, Financial Advisor
Vice President, GP Wealth Management
Whitby, Ontario
"The principals at GP Wealth are former advisors, and it shows, because they're great at walking the walk, not just talking the talk. I appreciate that everyone in the company is customer-focused and has an entrepreneurial mindset. They always make an effort to provide me with the best service possible. It's been a pleasure to work with such a focused and capable team."Peter Buren, CFP
GP Wealth Management
Mississauga, Ontario
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
