Office address: 5045 Orbitor Drive Building 11, Suite 400 Mississauga, ON L4W 4Y4
Year established: 1998
Company type: financial services
Expertise: financial planning, investment planning, retirement planning, mutual funds, life insurance
Parent company: N/A
CEO and key people: George Aguiar, President and CEO
Financing status: -
GP Wealth Management, a family-owned financial services firm, is known for its expertise in wealth management, insurance, and banking. It is a member of the GP Group of Companies and is proudly Canadian-owned.
GP Wealth Management has established itself as a significant figure in the Canadian financial industry. It was established in 1998 with headquarters in Mississauga, Ontario. For over 20 years, GP Wealth has been offering only third-party financial products, along with sound financial insights from their network of advisors.
GP Wealth Management offers a diverse array of services and products focusing on wealth management, estate planning, and personal banking services. Key services include:
The culture at GP Wealth Management is deeply rooted in independent thinking, a reflection on its network of independent financial advisors. The firm emphasizes personal attention and customized financial planning, ensuring clients' portfolios are monitored for asset protection and growth opportunities.
George Aguiar began his career in financial services in 1985 and quickly established himself as a leader in the field.
He established GP Wealth Management Corporation in 1998 after a successful tenure as owner/operator of Money Concepts in Etobicoke. Aguiar is known for his active participation in industry associations, including his role as Board Chair of the Federation of Independent Mutual Fund Dealers (2002-2006).
Aguiar was part of Wealth Professional’s Hot List in 2015.
GP Wealth Management maintains its focus on growth and innovation in the financial services sector. It will continue to leverage the Power of Independent Thinking, just as it has for the past 20 years.
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