Growing Wealth in Partnership
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.
Minimum portfolio size is $500,000.