As an independent advisor I am able to choose the best product that suits your unique situation.

Portfolio Management Services

Glidepath works with your financial planning advisor to provide customized goals-based portfolio management service for your accounts … so that you can confidently and comfortably fund the experiences in life you value most.

Financial planning consulting and client relationship management service is provided by Createwealth Planning. Investment portfolio management service is provided by Glidepath Portfolio Services Inc. Glidepath Portfolio Services Inc. is registered as a Portfolio Manager under the applicable securities regulation of the Ontario Securities Commission. For more information about Glidepath Portfolio Services Inc. please visit Customer accounts are custodied at 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 “Delivering Confidence with Comfort and Care” and the Glidepath Portfolio Services design are trademarks or registered trademarks of Glidepath Technologies Inc. and used under licence.

OneVest Management Inc. (“OneVest)” provides wealth management products and services to clients of CreateWealth.

OneVest Management Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your OneVest accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). OneVest Management Inc. is a wholly-owned subsidiary of One Wealth Technologies Inc. All trademarks are the property of their respective owners.

Insurance Suppliers

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