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Welcome to GP Wealth Management

Beverly Young
Tel: (613) 475-4540
Email: byoung@gpwealth.ca

JENNIFER DANIEL, CFP®, CEA, B.Comm
Your Corporate Exit Planning Partner

I am a Certified Financial Planner® who specializes in helping corporate employees looking to retire or make a major job change in the next five years plan their corporate exit and retirement with confidence.

I work with a limited number of clients in order to give each client the focus and attention they deserve. 

Does this sound like you?

  • You have accumulated retirement savings of at least $350,000 and are looking for a trusted advisor to guide you through this next transition in your life.
  • You are looking for answers to important questions, such as:
  • Will I run out of money in retirement?
  • How can I minimize taxes?
  • Is my portfolio suitable for retirement?

PLANNING YOUR CORPORATE EXIT

Whether you're planning for retirement or a major job change, you need a solid plan to step away from the corporate world with confidence. That’s why I developed the Great Exit™ Planning Process. 

The Great Exit™ Planning Process begins with an in-depth review of your current financial situation and a detailed discussion around your personal and financial goals. 

As a client, you will receive:

  • Your Great Exit™ Plan
  • Your Retirement Plan
  • Your Financial & Tax Plan
  • Your Investment Plan
  • Your Risk Management & Insurance Plan
  • Your Estate Plan 

We will review your plans together and you will receive ongoing support with implementation and action items.

Whether your exit is months away or years in the future, the best time to start planning is now.

MY STORY 

After 15 years in progressive management roles, I made the decision to exit the corporate world and become a Certified Financial Planner®. I understand how it feels to be faced with a major life decision and am here to help you build your plan.

Financial planning has always been part of my life; my father co-founded our office in 1995, with GP Wealth Management later becoming our mutual fund dealer.

As a former corporate employee, business owner and a Certified Financial Planner focused on Exit Planning, I look forward to taking a disciplined approach to supporting you with the decisions and opportunities that lie ahead.

MY COMMITMENT TO YOU

  • To Always Act in Your Best Interest
  • To Deliver Clear Recommendations with Fact-Based Rationale
  • To Be your Planning Partner and Resource
  • To Provide Great Communication and Attention to Detail
  • To Offer a Choice in Fee Structure with Full Fee Transparency

Let’s get started. You can contact me at (519) 732-7741 or by email at jdaniel@gpwealth.ca.

Or book a confidential, no-cost Introductory Consultation through my online booking tool: