Welcome to GP Wealth Management

Dedicated to the financial services industry since 1977, I graduated with a Bachelor of Commerce degree from Concordia University in Montreal.

My role as a CERTIFIED FINANCIAL PLANNER®, is to move you forward by helping you make informed financial decisions. I integrate investments, tax considerations, retirement, and estate planning into an overall financial plan for every client that makes sense and achieves results.

Over the years, I have been invited and served on Advisory Boards of several of Canada’s leading financial institutions and continues to be involved in the advancement and improvement of the financial planning industry.

Comprehensive Financial Planning

Let’s start by assessing what is important to you today and then looking ahead to what your goals are into the future – retirement planning, education planning, insurance, and estate protection.

Building your portfolio

My approach to wealth management relies on several factors. I use investor profiling tools to assess comfort and capacity for risk. While one person may be very comfortable with the possibility that their investments may fluctuate up or down by 10%, another may never want to see the value of their investments go down, ever.

The other equally important component is assessing “capacity for risk”. This is often not considered, yet it is critical. What does capacity for risk mean? Going back to my earlier example, you may be comfortable with the possibility that your investments could go down by 10%, but what if it represents a significant portion of your savings? That means that your capacity for risk cannot withstand a drop of 10% in value and this is taken into consideration in our analysis and recommendations for a balanced portfolio.

Investment Products

As an independent Financial Advisor, I am equipped to provide you with a full range of investment products. There are many choices today and not every product is created equal. Costs are a factor in my analysis too. The bottom line is that you can expect excellent investment products at very competitive pricing.

GP Wealth Signature Service Platform

Designed with the investor in mind, this is not your typical investment account. It’s a premium asset management service that gives you access to all the services, advice, and investment options you need to meet your financial goals. There are no commissions to pay. Instead, there is a monthly advisory fee as a percentage of your account – full transparency. Advisory fees are calculated on a sliding scale, which means as assets grow, the fee rate decreases. With this platform, it makes a lot of sense to consolidate all of your assets.

You can contact me by email at