Related Information

• Segregated Funds Available

  We offer a range of segregated funds from leading life insurance companies to satisfy individuals, families and business owners.

  Segregated Funds Available

  Invesco Segregated Funds	Great West Life Assurance Co.
  CI Segregated Funds	Mackenzie Segregated Funds
  Canada Life	Standard Life
  Empire Life	TD Guaranteed Funds

  If you have any questions about investing in segregated funds, send us an email and we would be pleased to help.

  CONTACT US

• Building a Better Portfolio

  Helping You Build a Better Portfolio

  Research has shown that successful investing involves not only choosing the right funds but the right combination of funds. In fact, your investment mix (particularly the mix between income and equity investments) is the single most powerful factor driving your overall return.

  Use key tools in asset allocation planning

  One of the key tools in asset allocation planning is the efficient frontier graph. It illustrates the trade-off between risk and return when two investments are mixed in varying amounts. An analysis of Canadian bonds and equities over the past forty years reveals two important lessons:

  1. The first is critical for conservative investors: combining bond and equity investments is actually less risky than investing solely in bonds. This occurs because the benefit of diversification achieved by combining different types of investments more than offsets the added risk of equities in the portfolio.
  2. The second lesson is for more aggressive investors who seek to maximize returns by investing solely in equities. By adding 20% bonds to an equity portfolio you will significantly reduce portfolio risk with only a slight loss of return potential.

  Doing this type of analysis requires extensive testing and sophisticated computer technology. This scientific approach is now available to you through our Signature Service Program.

  Diversify your portfolio for stability

  When you invest in just one fund, or in funds that are very similar to each other, your investment returns will tend to fluctuate more widely. The key to stabilizing returns is to combine a variety of investments with different characteristics. Each GP Wealth Management Portfolio is highly diversified, representing:

  • Five to six mutual funds
  • Hundreds of individual securities and a variety of asset classes
  • The expertise of over 500 investment professionals worldwide

  It’s all about decisions. One, to be exact

  You could spend your Saturdays poring over fund performance or join our Signature Service Program and leave the rest up to us.

  • Signature Service Program simplifies the investment process while helping you to maximize long-term returns
  • A questionnaire guides you to the asset mix that’s right for you
  • Automatic rebalancing keeps your investment on track without any fees
  • Tracking your investment results becomes easy

  Interested to learn more about building your portfolio?

  contact us

• Segregated Fund Research

  Segregated Fund Research

  To conduct research on segregated funds, we encourage you to visit GlobeFund.