Your Financial Planning Advisor and your Investment Portfolio Manager working together to serve you on Glidepath's Portfolio GPS™ platform for goals based investment management.
Your specific goals to fund your life plans and what matters to you most. Defined through specific objectives to fund your Essential, Lifestyle & Discretionary Spending Expenses.
Your unique settings for your goals based investment management plans. Used to implement, monitor and manage your custom portfolios within each separately managed account.
Custom ETF investment management
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Our process starts with your Financial Planning Advisor working with you to define your specific goals based objectives and your unique time, budget, sensitivity and probability preferences.
Glidepath implements your goals based investment plan with your own discretionary Portfolio Manager who manages and monitors your ETF portfolios within your own unique settings and constraints.
Our Portfolio GPS™ system supports automated daily monitoring and optimized delivery of your custom ETF portfolio solutions for specific goal objectives in separately managed accounts.
Start your goals based investment management plan
with your Financial Planning Advisor and Portfolio Manager on Glidepath's Portfolio GPS™ platform today!
If you do not have a financial planning advisor but want to talk with a helpful professional to get started, please contact us or schedule a meeting or phone call with one of our participating financial planning advisor partners. We are here to help!
If you already have a financial planning advisor and want to get started on your goals based investment management plan together, we would love to meet! Please contact us or schedule an introductory meeting. We are here to serve you both!
Whether you are working through an MFDA dealer, IIROC brokerage, MGA insurance agency or as an 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.
We look forward to talking with you!
Learn more about personal financial planning, goals based investing, adaptive & responsive (versus predictive) methodology, empowering financial technology and other topics relating to how Glidepath is working with financial planning professionals to deliver enhanced value and meaningful client focused investment solutions.
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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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