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Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

About Us
About GP Wealth

We’re a family-owned financial services firm, specializing in wealth management, insurance and banking. Get the power of our independent thinking working for you!

Signature Service Account
Signature Service Account

Take advantage of our fee-based account. It's commission-free and offers all the services, tools and advice you need.

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Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

Investor Profile Questionnaire
Investor Profile Questionnaire

This simple questionnaire will aid you in assessing your financial situation, investment goals and tolerance for investment risk.

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Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

Federal Budget 2024 Highlights
Federal Budget Highlights

The 2024 Federal Budget, tabled April 16, included nearly $53 billion in new spending and a tax hike on the richest Canadians.

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Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

Ontario Budget 2024 Highlights
Ontario Budget Highlights

The Ontario government's 2024 budget, tabled on March 26, 2024, proposes investments in the workforce and essential public services, with a focus on not increasing taxes or fees.

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Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

2023 Tax Planning Guide
2023 Tax Planning Guide

Each year brings adjustments to the tax code. Here's a summary of recent federal tax law changes that could affect your filing for the 2023 tax year.

image

Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

Tax Document Checklist
Tax Document Checklist

This tax checklist can help you gather all your important documents and maximize your tax refund.

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Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

Socially Responsible Investing
Knowledge of Responsible Investing

Knowledge of responsible investing remains limited, but it's growing, and investors are increasingly interested in ESG funds.

image

Welcome to GP Wealth Management

Roberto Montemurro
Tel: 289-805-1384
Email: rmontemurro@gpwealth.ca
My Bio

About Us
Signature Service Account
Investor Profile Questionnaire
Federal Budget 2024 Highlights
Ontario Budget 2024 Highlights
2023 Tax Planning Guide
Tax Document Checklist
Socially Responsible Investing
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Latest News

BoC Rate Cut: Impact on Mortgages, Loans, Investments

The Bank of Canada (BoC) lowered its key interest rate 25 basis points to 4.75%, the first cut in more than four years.

How the Capital Gain Inclusion Rate Increase Could Affect You.

The new federal capital gains inclusion rate for individuals, trusts, and corporations came into effect on June 25, 2024.

Choosing the Right Mortgage Insurance

 But what type of mortgage insurance makes the most sense for you - bank mortgage insurance or term life insurance? 

Quarterly Market
 Commentary| Q2 2024

Following impressive gains in the last two quarters, stocks
delivered a more subdued performance in Q2 2024.

What are the benefits of working with a financial advisor?

A financial advisor or planner can add real value. It starts with analyzing your information to assess your current situation.