Private wealth management for the life you’ve built.
For established families, retirees and business owners who want their investments, retirement, tax, insurance and estate working as one coordinated plan — with an advisor who knows you by name.
Based in Ottawa—managing money for families across Canada
One coordinated plan, not a pile of products
Most people collect financial products over the years without a plan tying them together. We integrate the whole picture — so each decision reinforces the next.
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.
Learn moreRetirement 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.
Learn moreInvestment Management
Diversified, risk-appropriate portfolios managed with discipline and transparency through GP Wealth Management Corporation — aligned to your plan, not the headlines.
Learn moreTax Planning
Integrated tax strategies — income splitting, registered-account sequencing, capital-gains planning and charitable giving — so your investments and retirement work efficiently.
Learn moreEstate 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.
Learn moreBusiness 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.
Learn moreInsurance & 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.
Learn moreHow we work
See our full planning process, from first conversation to ongoing stewardship.
Our processAdvice built around you — not a single product shelf.
Because planning and investments are delivered through GP Wealth Management Corporation and insurance through GP Capital Insurance Agency Ltd., we can build the plan around your goals rather than a narrow product line.
- A written plan that coordinates investments, retirement, tax, insurance and estate
- Transparent, disclosed compensation — you always know what you pay and why
- We work alongside your accountant and lawyer, not around them
- Continuity: the same practice your family can rely on for decades
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.
Plain-English guidance
How Much Do You Need to Retire in Canada?
How much do you need to retire in Canada? Start with spending, not a magic number, and use the gap approach to find your real, personalised retirement target.
Read article Financial PlanningEmergency Fund: How Much Do You Actually Need?
How to size a cash emergency fund for your Canadian household, where to hold it for safety and access, and when a smaller reserve is enough.
Read article InvestingAsset Allocation by Age: A Framework for Canadians
Asset allocation by age for Canadian investors: how your mix of stocks and bonds can shift as your time horizon changes, and why age is only one input.
Read articleFrequently asked questions
Who do you work with?
We work with established Ottawa families, pre-retirees and retirees, and incorporated business owners and professionals who want a coordinated plan across investments, retirement, tax, insurance and estate. If you have been accumulating assets and want them working together, we can help.
How are you paid?
Compensation depends on the products and services involved and is disclosed and agreed with you in advance, as set out in GP Wealth Management Corporation’s disclosure documents. We believe you should always understand what you pay and why.
Do I need a certain amount of money to work with you?
Our planning is most valuable for households and business owners with meaningful assets to coordinate, typically a few hundred thousand dollars or more of investable assets. That said, the right starting point depends on your situation, so the best first step is a conversation.
What does a financial plan actually include?
A written plan ties together your cash flow, investments, retirement income, tax strategy, insurance and estate into one coordinated picture, with clear next steps. We review and update it as your life and the rules change.
Are you independent?
Yes. Financial planning and investments are provided through GP Wealth Management Corporation and insurance through GP Capital Insurance Agency Ltd., which lets us build the plan around you rather than a single product line.
Can you work with my accountant and lawyer?
Yes, and we prefer to. Good planning is a team effort — we coordinate with your accountant and lawyer so your investment, tax and estate decisions reinforce one another rather than work against each other.
A relationship, not a transaction
Book a private, no-obligation conversation and see how a coordinated plan could serve your family.