Glidepath Portfolio Services

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Glidepath Portfolio Services
We are the Financial Planning Advisor’s Portfolio Management Firm
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As a portfolio management firm working exclusively through financial planning professionals and advisors, it is on their foundations of client knowledge and understanding that we can build, monitor and manage personally relevant portfolio solutions to address each client’s specific goals-based objectives within each client’s own unique set of preferences, sensitivities and constraints.

In order to deliver on our mandate to serve in this way, we believe in a team approach to serving each client by having a financial planning advisor and an investment portfolio manager work together to care for each client individually like a family doctor and specialist caring for each patient.

Our ability to provide this service efficiently and effectively is facilitated by our goals based investment management technology platform. Our system facilitates the delivery of custom ETF investment management solutions and automated daily monitoring service that is supervised by your Glidepath portfolio manager combined with the personal service and support of your financial planning advisor – working together as a team on Glidepath’s Portfolio GPS platform to help you achieve your specific goals for what matters to you most.

We work exclusively through financial planning advisors to jointly serve their clients’ needs and deliver relevant client-focused and customized goals based investment management solutions for each client’s specific goals in separately managed accounts.

As a client we welcome the opportunity to serve you with the help of your financial planning advisor ... as a financial planning advisor, we welcome the opportunity to serve you and your clients on our goals based investment management platform … and we welcome both of you to join our movement to advance our profession and the level of service we can offer each client through teamwork and technology.

For financial planning advisors who are interested in offering Glidepath’s goals based investment management service to their clients, whether you are working through an MFDA dealer, IIROC brokerage, MGA insurance agency or as in independent financial planning consultant/family office, if you would like to serve your clients' goals based investment plan implementation needs with Glidepath, we have the programs in place to support you. Please contact us today or schedule a meeting with us and we'll get started together.

About Glidepath:

We are financial planning, portfolio management and technology professionals who believe that we can best serve our clients by working together as a team to deliver meaningful, relevant and customized goals based investment management solutions for each client in their own separately managed accounts. We believe that investment management should be a personalized service monitored and managed within a client’s unique set of time, budget, risk and goals based objectives constraints. We believe in specific investment management solutions for your specific investment goals. We believe that clients deserve the care and attention provided by both a financial planning professional and an investment management specialist and we believe in the value of teamwork supported by technology.

Collectively Glidepath represent a network of financial planning professionals with shared client-first values who have partnered with our Glidepath portfolio managers. Together they serve each individual client as a team supported on our Portfolio GPS platform for custom goals based investment plan implementation. We deliver the service that finally connects custom ETF investment management and automated daily portfolio monitoring functions to our clients’ personal financial plans. Each client portfolio is managed within their own unique set of time, risk, budget, cash flow and desired statistical probability constraints … in their own separately managed accounts … delivering their own unique solutions … to address their own specific goals, needs and priorities.

Glidepath Portfolio Services Inc. is a registered portfolio management firm under the applicable securities regulation of the Ontario Securities Commission. Customer accounts are held at our brokerage partner Virtual Brokers/BBS Securities Inc. BBS Securities Inc. is an IIROC member firm and is a Member of the Canadian Investor Protection Fund. Customers’ accounts are protected by the Canadian Investor Protection Fund for up to $1,000,000 CDN and for more information please visit www.cipf.ca. The information provided by Glidepath Portfolio Services and other sources on this website is believed to be accurate and reliable at the time of posting, however, we cannot guarantee it is accurate or complete at all times. The information on this website is for information purposes only and is not intended to provide legal, accounting, tax, specific investment or financial advice and should not be relied on in that regard.

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with your Financial Planning Advisor and Portfolio Manager on Glidepath's Portfolio GPS™ platform today!

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Glidepath Portfolio Services Inc. is registered as a Portfolio Manager under the applicable securities regulation of the Ontario Securities Commission. Customer accounts are custodied at our brokerage partner BBS Securities Inc. BBS Securities Inc. is an IIROC member firm and is a Member of the Canadian Investor Protection Fund. Customers' accounts are protected by the Canadian Investor Protection Fund for up to $1,000,000 CDN and for more information please visit www.cipf.ca. The information provided by Glidepath Portfolio Services and other sources on this website is believed to be accurate and reliable at the time of posting, however, we cannot guarantee it is accurate or complete at all times. The information provided is subject to change at any time without notice to users and the information on this site may not immediately reflect such changes. The information on this website is for information purposes only and is not intended to provide legal, accounting, tax, specific investment or financial advice and should not be relied on in that regard.

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