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Heather Boettinger
Compliance Officer at Gp Wealth Management
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Work Experience
Compliance Officer
2023 - Present · 1 years and 11 months
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Compliance Officer
2023 - 2023
Senior Compliance Officer
2015 - 2023 · 8 years
Company Details
51-200 Employees
At GP Wealth Management, we put people first. That's an easy claim to make, but we strive to live up to it each and every day. And it's why – more than a quarter century after opening our doors – we continue to grow and prosper. A member of the GP Group of Companies, GP Wealth Management is a Canadian independent wealth management firm, with 18 offices across Ontario. We're proud to be family owned and led by a committed team of experienced independent financial advisors. Our approach to delivering financial services is highly personal, starting with a face-to-face meeting between advisor and client, and we seek to build long-term relationships based on trust and quality advice. Independent thinking is part of our DNA – just as it's deeply imbedded in the DNA of our independent financial advisors. We offer only third-party financial products to ensure the focus is always on helping our clients, not our own bottom line. And through our advanced fee-for-service platform, we support our advisors in delivering objective, tailored advice designed to help their clients reach their financial goals. To learn more about our independent financial services, visit us at http://www.gpwealth.ca. If you're an independent financial advisor and would like to learn more about our company, visit www.joingpwealth.ca.
Year Founded
1998
Social Media
LinkedinFacebook
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
400-5045 Orbitor Drive Mississauga, Ontario L4W 4Y4, CA
Keywords
Financial PlanningInvestment PlanningRetirement PlanningEstate PlanningMutual FundsLife Insuranceasset management servicewealth managementlife insurancefund management
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