Proven, private wealth management
Integrated strategies designed for complexity and discretion. 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.
Family-office–level service, for the families who’ve earned it
For more than 30 years we’ve helped families, professionals and business owners build, protect and transition their wealth. You get the sophistication and discretion usually reserved for a private family office — delivered by advisors who know you by name.
Tailored and client-first
Your plan is built around your goals, your family and your values — never a one-size-fits-all product shelf.
Everything under one roof
Investments, tax, estate and insurance handled by one partner, so the pieces fit together instead of fighting each other.
The same team, for decades
A practice built on trust since 1996 — long-term partnerships that put your priorities first, year after year.
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
The result: One clear plan your whole family can understand and follow.
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
The result: A dependable paycheque in retirement — and the confidence to spend it.
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 clear reporting
- Discipline through market cycles
The result: A portfolio that behaves, in good markets and bad.
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
The result: Less paid to the CRA, legally, year after year.
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
The result: Your wealth passes the way you intend — with less tax and less friction.
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
The result: Your company and your personal wealth pulling in the same direction.
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
The result: The plan holds together even when life doesn’t go to plan.
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.
Real wealth isn’t about numbers — it’s about confidence and clarity
Book a private, no-obligation consultation with an Ottawa advisor, and see your whole financial picture working as one plan.