Glidepath Portfolio Services Inc.
Investment Management
Ca
8 employees
- Employees
- 8
- Contacts
- 1
- Emails
- 1
Glidepath Portfolio Services Inc. Overview
- Headquarters
- Ca
- Website
- myglidepath.com
- Industry
- Investment Management
- Employees
- 8
- Founded
- 2015
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
ETF Portfolio Management
Portfolio Management Services for Financial Planning Professionals
Advisors and their Clients
Goals-Based Investment Management Solutions
Customized portfolios for each client and goal.
Volatility Management
Integrated Financial Planning & Portfolio Management
WealthTech
FinTech
Values Based Financial Planning
Decumulation investment management
Retirement income investment management
About Glidepath Portfolio Services Inc.
Glidepath Portfolio Services (GPS) Live with Confidence At Glidepath Portfolio Services (GPS), we partner with independent financial planning consultants to provide professional portfolio management service for their clients. Together, we help investors achieve their investment goals with confidence through the combined care of their portfolio manager and financial planning consultant. We deliver custom, goals-based investment solutions by managing portfolios in close collaboration with independent financial planners. Our focus is helping clients achieve their spending goals while supporting financial professionals in delivering comprehensive service with the required investment management expertise and advice. What sets us apart: 1) Integrated partnerships between financial planners and portfolio managers, ensuring your investment strategy aligns with your financial plan. 2) Goals-based investment approach focused on your specific spending objectives. 3) Custom portfolio management service in separately managed accounts for clients with a minimum of $100,000 to invest. 4) Personal attention from both your GPS Portfolio Manager and Financial Planning Consultant. Our team brings together experts in financial planning, portfolio management, and technology to serve each client's needs. We provide independent financial planners with a platform to enhance their client offering through professional portfolio management expertise and tailored investment advice for each client. ... Where Professional Portfolio Management Meets Personal Financial Planning.
Glidepath Portfolio Services Inc. Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Glidepath Portfolio Services Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Joel Klassen Cfp, Ba, Cpca | Certified Financial Planning | Guelph, Ontario, Canada |
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|
| Greg Taylor | Managing Director, Senior Vice | Greater Toronto Area, Canada |
Email
|
| Andrew Maclean | Financial Advisor | Belleville, Ontario, Canada |
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|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| Sales | 1 | 1 | 0 |
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