Vancover-based Canadian Western Trust Company (CWT) and Toronto-based GP Wealth Management Tuesday announced CWT will act as exclusive custodian for GP Wealth’s Signature Service Accounts.
“CWT is excited to partner with GP Wealth’s financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth’s Signature Service Account,” says Patricia Hunter, National Sales Manager for CWT.
“Our self-directed products allow clients to hold a full range of investments in a single consolidated account. It’s an ideal solution for independent financial advisors who are looking for more efficient ways to manage investment portfolios for their clients,” Hunter adds.
“The launch of our new Signature Service Account signifies our ongoing commitment to our financial advisors and their clients,” says George Aguiar, president and CEO of GP Wealth Management.
“Designed with the investor in mind, this new platform is a premium, commission-free asset management service. Unique features of the new platform, such as family and bundled pricing, provide our financial advisors with a very competitive client offering that is highly flexible,” Aguiar says.
CWT is a wholly owned affiliate of Canadian Western Bank (TSX: CWB).