Thank you for visiting my website.

I joined GP Wealth Management as an independent financial planner in 2010 in order to provide a superior level of service for my clients.  My approach to personal financial planning begins with a clear understanding of my clients, their families, their current situation, and financial objectives.

The cornerstone of my practice is a systematic approach to financial planning; this includes retirement savings, children's education savings, retirement income, general wealth accumulation plans, and insurance protection.

My team of specialists also includes lawyers and accountants for estate and tax planning

When developing investment portfolios, I emphasize tax efficiency and minimizing volatility to match each clients' risk profile.

My client-centered approach to portfolio building and wealth management structures the planning process around the personal financial goals of each client.

Prior to becoming an independent financial planner, I spent a decade working in the financial services industry for large multinational corporations and for small boutique companies. I have worked as a market data analyst, investment company representative, and as a product consultant for an insurance company.

You are welcome to request a copy of my resume during our consultation.

I graduated from the University of Windsor with a Bachelor of Arts degree in 1997.

In 2010 I earned the Certified Financial Planner (CFP) designation. In 2016 I was appointed a Commissioner for Taking Affidavits by the Ontario Ministry of the Attorney General. When not at the office, I prefer to spend time with my family, playing guitar, or playing hockey.

Email me today to schedule a consultation.

Best regards,
Kerry J Cockriell, CFP