GP Wealth Management

Finance · Canada · 51-200 Employees

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Overview

Headquarters

3000 Garden St Suite 210, Whitby, Ontari...

Phone Number

(941) 753-3814

Website

www.gpwealth.ca

Revenue

$29.5 Million

Industry

Finance Insurance Securities Trading

About GP Wealth Management

Jennifer Daniel, CFP, B.Comm is a financial professional operating through GP Wealth Management, a family-owned financial services firm headquartered in Toronto, Ontario. The practice provides wealth management, insurance, and banking services to individuals and owner-managed businesses. Offerings include comprehensive financial, investment, retirement, tax, estate, and education planning, as well as products such as mutual funds, GICs, annuities, segregated funds, and lending products like reverse mortgages. These services are delivered through various account types, including registered accounts and a commission-free, fee-based Signature Service Account.Explore more
GP Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

GP Wealth Management Org Chart

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Yvette Fu, Chief Financial Officer at GP Wealth Management
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Yvette Fu

Chief Financial Officer

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MI
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Michael Irwin

Financial Advisor

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AN
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Financial Advisor

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LS
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Certified Financial Planner

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RC
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Financial Advisor

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Financial Advisor

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JI
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Independent Financial Advisor

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Financial Advisor

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DH
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Financial Advisor

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Financial Advisor

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PG
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Compare Similar Companies to GP Wealth Management

Compare insights from companies similar to GP Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GP Wealth Management

$29.5M
51-200
Private
-
1994
Yvette Fu, Chief Financial Officer at GP Wealth Management
Yvette FuChief Financial Officer
iA Clarington
$110.6M
51-200
Private
-
2004
Catherine Milum, President & Chief Executive Officer at iA Clarington
Catherine MilumPresident & CEO
Sterling Mutuals
$68.8M
201-500
Private
-
1996
EC
Elmer ChamberlinChief Financial Officer
HUB Financial
$68.1M
51-200
Private
-
2013
AD
Aly DamjiPresident, HUB Capital
Worldsource Wealth Manage...
$33.2M
201-500
Private
-
-
DT
Doce TomicChairman & CEO
Investment Planning Couns...
$16.2M
11-50
Private
-
1990
AP
Ana PerezOffice Manager
IQON Financial
$6.6M
51-200
Private
-
1995
N/A
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GP Wealth Management Tech Stack

A closer look at the technologies used by GP Wealth Management

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Google
PHP

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PHP
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Frequently Asked Questions Regarding GP Wealth Management

What is GP Wealth Management's official website?
GP Wealth Management's official website is www.gpwealth.ca What is GP Wealth Management's Revenue?
GP Wealth Management's revenue is $29.5 Million What is GP Wealth Management's SIC code?
GP Wealth Management's SIC: 62,628 What is GP Wealth Management's NAICS code?
GP Wealth Management's NAICS: 52,523 How many employees does GP Wealth Management have?
GP Wealth Management has 51-200 employees What industry does GP Wealth Management belong to?
GP Wealth Management is in the industry of: Finance, Insurance, Securities Trading What is GP Wealth Management competition?
GP Wealth Management top competitors include: Investment Planning Counsel, Sterling Mutuals, IQON Financial, Worldsource Wealth Management What companies has GP Wealth Management acquired?
GP Wealth Management has acquired the companies: Abrams Insurance & Investment Solutions What technology does GP Wealth Management use?
Some of the popular technologies that GP Wealth Management uses are: WordPress.org, ClickDimensions, reCAPTCHA, PHP Who is the CFO of GP Wealth Management?
GP Wealth Management's CFO is Yvette Fu How do I contact GP Wealth Management?
GP Wealth Management contact info: Phone number: (941) 753-3814 Website: www.gpwealth.ca What does GP Wealth Management do?

Jennifer Daniel, CFP, B.Comm is a financial professional operating through GP Wealth Management, a family-owned financial services firm headquartered in Toronto, Ontario. The practice provides wealth management, insurance, and banking services to individuals and owner-managed businesses. Offerings include comprehensive financial, investment, retire... ment, tax, estate, and education planning, as well as products such as mutual funds, GICs, annuities, segregated funds, and lending products like reverse mortgages. These services are delivered through various account types, including registered accounts and a commission-free, fee-based Signature Service Account.Read More

 What are GP Wealth Management social media links?
GP Wealth Management Linkedin page GP Wealth Management Facebook page Is GP Wealth Management a public company?
GP Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about GP Wealth Management

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