Glidepath Portfolio Services Inc Information

Whether your financial situation is complex or not, we can offer solutions to simplify your investments, lower your taxes and increase your income. Our clients include individuals, families, corporations, trusts, group plans, individual pension plans and non-profit organizations. Financial Planning Services are through Klassen Private Wealth Management. Portfolio Management Services are through Glidepath Portfolio Services Inc. Glidepath Portfolio Services Inc. is registered as a Portfolio Manager under the applicable securities regulation of the Ontario Securities Commission. Customer accounts are custodied at our brokerage partner BBS Securities Inc. BBS Securities Inc. is an IIROC member firm and is a Member of the Canadian Investor Protection Fund. Customers accounts are protected by the Canadian Investor Protection Fund for up to $1,000,000 CDN and for more information please visit www.cipf.ca. CFP®, Certified Financial Planner® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® / ™ are trademarks of FPSC, unless indicated. © 2017 Klassen Wealth Management. © 2017 Glidepath Portfolio Services Inc. All Rights Reserved.