Investment Planning Services
We help you create a customized money-management program designed to help you achieve your 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
Together we build your strategy by:
- Determining your ideal risk profile
- Develop an investment plan aligned with your long, medium and short-term objectives, financial circumstances and risk tolerance
- Create an appropriate asset-mix approach
- Choose investment types and other financial products
- Monitor your program with you regularly
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 investor profile questionnaire to help prepare an investment plan. Then you can decide on evaluating your investments.
An Investment Policy Statement. Do you have one?
An Investment Policy Statement (ISP) details your investment goals and outlines the rules you want your financial advisor to follow in managing your portfolio. Having an ISP in place can help you achieve better investment results. We encourage you to download a copy of our brochure on Why You Need an Investment Policy Statement.
Related Information
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Investment Planning FAQ
Frequently Asked Questions About Investment Planning
In this FAQ, we answer some of the most common questions asked about investment planning. If you have any specific questions, send us an email and we would be pleased to help.
What is GP Wealth Management’s Investment Approach?
The investment strategy we recommend will take each of your goals into consideration. Our approach is to recommend a portfolio of mutual funds designed to give you maximum diversification. For goals more than 8 – 10 years away, we will recommend a portfolio to maximize the growth potential appropriate to that time frame. For near-term goals, those in the next year or two, we will recommend using cash equivalents. For your in-between goals, we will recommend a combination of stock funds and short-term bond funds that reflects the length of time until you need the money.
How do I maximize my returns and lower risk?
Diversification is the spreading of investments across the major asset classes: savings, income and growth. It’s the most important principle of successful investing because having the right mix is your best way of maximizing returns and lowering risk.
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Investment and Retirement Products
GP Wealth carries mutual funds from over 30 fund management families. Funds may be discontinued or change names without notice. Some funds have minimum initial deposit requirements, a minimum duration, or have limited subscription.
Types of Investment and Retirement Products
MUTUAL FUNDS GUARANTEED INVESTMENT CERTIFICATES (GICs) ANNUITIES BONDS AND DEBENTURES* SEGREGATED FUNDS STOCKS* Mutual Funds Available
Guaranteed Investment Accounts Available
B2B BANK BMO BANK BRIDGEWATER BANK CANADIAN WESTERN BANK CANADIAN WESTERN TRUST COMMUNITY TRUST CONCENTRA FINANCIAL DUCA EFFORT TRUST EQUITBLE BANK GENERAL BANK OF CANADA HAVENTREE BANK HOME BANK HOME TRUST COMPANY ITALIAN CANADIAN SAVINGS & CU LAURENTIAN BANK MANULIFE BANK/TRUST MCAN MORTGAGE CORPORATION PACIFIC & WESTERN BANK PEACE HILLS TRUST PEOPLE'S TRUST VERSA BANK Segregated Investment Funds
If you have any questions about investing in investment and retirement products, send us an email and we would be pleased to help.Invesco Segregated Funds Great West Life Assurance Co. CI Segregated Funds Mackenzie Segregated Funds Canada Life Standard Life Empire Life TD Guaranteed Funds Important information
*Bonds and Equities are made available through an exclusive referral agreement with B2B Securities. Please speak to your financial advisor for further details on this service.
Signature Service Account
Discover how our Signature Service Account can help you save more effectively for your retirement.
Client Relationship Document
We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.