GP Wealth Management

Finance · Canada · 51-200 Employees

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Overview

Headquarters

3000 Garden St Ste 210, Whitby, Ontario,...

Phone Number

(941) 753-3814

Revenue

$29.5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About GP Wealth Management

GP Wealth Management is a family-owned financial services firm that specializes in wealth management, insurance, and banking. They offer a range of products including mutual funds, GICs, annuities, and various lending products. Their services encompass comprehensive financial planning, investment planning, retirement planning, tax planning, estate planning, and education planning. The firm aims to provide independent financial advice and tools to help clients manage their financial goals effectively.Explore more
GP Wealth Management's Social MediaPopular SearchesGp Wealth Management CorpGP Wealth ManagementGP Wealth Management LLCWealth ManagementG P Wealth Management GroupSIC 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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Chief Financial Officer

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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
$113.4M
51-200
Private
-
2004
Catherine Milum, President & Chief Executive Officer at iA Clarington
Catherine MilumPresident & CEO
$68.8M
201-500
Private
-
1996
AA
Adam AleshkaPresident, Investing With Purpose Ltd
$68.1M
51-200
Private
-
2013
MW
Mona WahabChief Sales Officer
$33.2M
201-500
Private
-
-
KM
Kristen McLarenChief Financial Officer
$16.2M
11-50
Private
-
1990
BS
Blaine ShewchukPresident & CEO
$6.6M
51-200
Private
-
1995
BB
Bakhyt BerdalyBusiness Analytic
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

GP Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

GP Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GP Wealth Management.

GP Wealth Management Tech Stack

A closer look at the technologies used by GP Wealth Management

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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?

GP Wealth Management is a family-owned financial services firm that specializes in wealth management, insurance, and banking. They offer a range of products including mutual funds, GICs, annuities, and various lending products. Their services encompass comprehensive financial planning, investment planning, retirement planning, tax planning, estate... planning, and education planning. The firm aims to provide independent financial advice and tools to help clients manage their financial goals effectively.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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