VANCOUVER and TORONTO, April 25, 2013 – Canadian Western Trust Company (CWT) and GP Wealth Management (GP Wealth) today announced CWT will act as exclusive custodian for GP Wealth’s Signature Service Accounts.
“CWT is excited to partner with GP Wealth’s financial advisors, through our self-directed fee-for-service
platform, to offer GP Wealth’s Signature Service Account,” says Patricia Hunter, National Sales Manager for CWT. “Our self-directed products allow clients to hold a full range of investments in a single consolidated account. It’s an ideal solution for independent financial advisors who are looking for more efficient ways to manage investment portfolios for their clients.”
“The launch of our new Signature Service Account signifies our ongoing commitment to our financial
advisors and their clients,” says George Aguiar, President and CEO of GP Wealth Management. “Designed with the investor in mind, this new platform is a premium, commission-free asset management service. Unique features of the new platform, such as family and bundled pricing, provide our financial advisors with a very competitive client offering that is highly flexible.”
About Canadian Western Trust
Based in Vancouver, British Columbia, CWT is a wholly-owned affiliate of Canadian Western Bank (TSX: CWB). CWT offers self-directed registered accounts and investment account services to independent financial advisors, mortgage brokers and individuals. CWT also provides corporate and group services to corporations that offer employee retirement and pension plans. Established in 1987, CWT’s current assets under administration total over $7 billion. Refer to www.cwt.ca for more information.
About GP Wealth Management
GP Wealth Management Corporation (GPWM), a member of the GP Group of Companies, is a growing,
Canadian owned wealth management firm. With our Head Office located in Toronto, Ontario, we’ve been
providing Canadians with quality advice and financial planning services through our network of independent financial advisors for over 25 years. Through our unique programs such as the GP Wealth Signature Service Account and our Personal Advisory Service, we continually monitor our clients’ portfolios to protect their assets while maximizing opportunities for growth. When you partner with GP Wealth Management you will receive the personal attention of a financial advisor who will create and execute a customized financial plan designed to meet your current needs and provide for your future. Visit us at www.gpwealth.ca.
For further information contact:
National Sales Manager
Canadian Western Trust
Phone: (604) 699-4856
E-mail: [email protected]
President & CEO
GP Wealth Management
Phone: (416) 622-9969 x28
E-mail : [email protected]