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.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 150 King Street West, Suite 301-03,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- myglidepath.com
- 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, Retirement income solutions, Decumulation strategies, Sustainable income solutions.
- HQ
- Toronto, Ontario
- Competitors
- CrossDynamix - SR&ED, US R&D, UK R&D, OIDMTC, IT / Software, Engineering Consulting, Coleford Investment Management, Jesselton Capital Management, Caledonia Capital Inc., EQ Bank | Equitable Bank, Celernus Investment Partners, Sphere Investment Management Inc., Heathbridge Capital Management Ltd, Glidepath Portfolio Services Inc, Turtle Creek Asset Management.
Glidepath Portfolio Services Inc. Questions
Glidepath Portfolio Services Inc.'s website is myglidepath.com
Glidepath Portfolio Services Inc.'s LinkedIn profile is https://ca.linkedin.com/company/glidepath-portfolio-services-inc.
Glidepath Portfolio Services Inc. has
8 employees.
View email and phone details for 8
employees at Glidepath Portfolio Services Inc..
Glidepath Portfolio Services Inc.'s industry is
Investment Management
Glidepath Portfolio Services Inc.'s top competitors are
Crossdynamix - Sr&ed, Us R&d, Uk R&d, Oidmtc, It / Software, Engineering Consulting,
Coleford Investment Management,
Jesselton Capital Management,
Caledonia Capital Inc.,
Eq Bank | Equitable Bank,
Celernus Investment Partners,
Sphere Investment Management Inc.,
Heathbridge Capital Management Ltd,
Glidepath Portfolio Services Inc,
Turtle Creek Asset Management.
Glidepath Portfolio Services Inc.'s categories are Investment Management
Glidepath Portfolio Services Inc.'s founding year is 2015
