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Advisor Document Library

Find Archived Compliance and Operations Memos Here

Do you want to say anything here?

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The Value of Advice

Canadians with financial advisors are more confident  about their future.

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Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

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Need Advice?

Are you reviewing your education savings plan? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

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Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.

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