How Much Does it Cost to Prepare a Financial Plan?

We charge a fee of $150 to put the plan together. From there, we work together with you to implement the plan by choosing the appropriate investment, insurance and lending products to ensure you are on track to achieving your goals.

With GP Wealth Management's independence and the strength of our alliances with many of the financial companies in Canada, we have enormous flexibility in designing a plan and recommending the products that are most appropriate to your needs. In the end, the financial plan is comprehensive, and the advice is objective and timely.

Get independent thinking working for you!

We encourage you to get professional advice when preparing your investment plan. A GP Wealth Management Financial Advisor is qualified to help you make the right choices.

Click here and contact one of our financial advisors in your area to arrange a no-obligation meeting to discuss your financial planning needs or to open an Investment Account, click here

Click here, To learn more about financial planning at our LEARNING CENTRE SECTION.