Everything your wealth needs, in one place
We coordinate the parts of your financial life that are usually handled in isolation — so your plan works as a whole, through every stage of life.
Financial Planning
A comprehensive, written financial plan that aligns your cash flow, investments, tax, insurance and estate into one coordinated strategy — reviewed as your life changes.
- Cash-flow and net-worth review
- Goal setting and funding priorities
- A written plan you can act on
- Regular reviews as life changes
Retirement Planning
Know when you can retire and how much you can safely spend. We build a tax-efficient drawdown plan across RRSP/RRIF, TFSA, CPP, OAS and non-registered accounts.
- When you can retire, and on what income
- Tax-efficient drawdown across accounts
- CPP and OAS timing analysis
- Longevity and inflation stress-testing
Investment Management
Diversified, risk-appropriate portfolios managed with discipline and transparency through GP Wealth Management Corporation — aligned to your plan, not the headlines.
- Risk-appropriate, diversified portfolios
- Managed through GP Wealth Management Corporation
- Transparent fees and reporting
- Discipline through market cycles
Tax Planning
Integrated tax strategies — income splitting, registered-account sequencing, capital-gains planning and charitable giving — so your investments and retirement work efficiently.
- Registered-account sequencing
- Income splitting where available
- Capital-gains and charitable planning
- Coordination with your accountant
Estate Planning
Beneficiary, will and estate coordination that reduces probate, protects your family and ensures your wishes are carried out — working alongside your lawyer and accountant.
- Beneficiary and titling review
- Probate-reduction strategies in Ontario
- Coordination with your lawyer
- Intergenerational wealth transfer
Business Owner Planning
Corporate investing, salary-vs-dividend strategy, the capital-gains exemption, succession and key-person protection — planning that connects your company and your personal wealth.
- Corporate investing and retained earnings
- Salary-vs-dividend strategy
- The Lifetime Capital Gains Exemption
- Succession and key-person protection
Insurance & Risk
Life, critical illness and disability coverage sized to your plan — offered through GP Capital Insurance Agency Ltd. — so an unexpected event doesn’t derail your family’s future.
- Life, critical illness and disability
- Coverage sized to your plan
- Through GP Capital Insurance Agency Ltd.
- Corporate and personal structures
A considered process, not a sales pitch
- 1
An introductory conversation
We start with a private, no-obligation conversation about your situation, your family, and what you want your money to do.
- 2
A clear, written plan
We build a coordinated plan across investments, retirement, tax, insurance and estate — in plain language, with the trade-offs explained.
- 3
Thoughtful implementation
We put the plan to work through GP Wealth Management Corporation, with portfolios and strategies matched to your plan, not the headlines.
- 4
Ongoing stewardship
We review your plan as life and the rules change, and coordinate with your accountant and lawyer so everything stays aligned.
Let’s build a plan worthy of what you’ve built
Book a private, no-obligation consultation with an Ottawa advisor — or call us directly.