Company Summary
GWP Wealth Management is an independent portfolio management firm registered with the Securities Commissions in Alberta, B.C. and Manitoba. The firm was founded by Sheldon Geller, Virginia Wong and Douglas Penner in 1996 and manages over $250 million in assets for entrepreneurs, professionals, retirees and nonprofit organizations.
Our team of professionals is dedicated to the growth and preservation of clients’ wealth and they always have direct access to every member of the team. We take pride in building lasting relationships.
The founding partners have worked together for over twenty years and we have expanded our professional staff in the last few years. Our vision is to use our knowledge of investments, estates and taxation to work with clients and their advisors to best meet long-term financial goals.
Source: GWP Wealth Management Inc.
Unique Value Proposition
Over the long-term the stock market provides the best returns and protection from inflation. Historically stocks have grown in value by almost 10% per annum.
GWP’s investment philosophy is Earnings Matter! It is our belief that stock prices are driven by earnings and growing earnings will ultimately translate into higher stock prices.
Our experience combined with the use of computer models takes the emotion out of investing.
Source: GWP Wealth Management Inc.
AUM ($Bil)
0.3
Year Founded
1996
Key Personnel
Sheldon Geller, Co-founder
Virginia Wong, Co-founder
Douglas Penner, Co-founder
Address
Suite 1910 Manulife Place 0180 – 101 Street
Edmonton, Alberta
T5J 3S4