Chris CFA's Contact Details

Chris CFA's Company Details

Glidepath Portfolio Services Inc.

Toronto, Ontario, CA • 20 - 49 Employees
Investment Bank/Securities Brokerage

GLIDEPATH PORTFOLIO SERVICES (GPS)LIVE with CONFIDENCEGlidepath's mission is to manage clients' investment portfolios with the personal support of their financial planning professionals so that they can CONFIDENTLY and COMFORTABLY achieve the spending goals of their FINANCIAL PLAN.In doing so we help Financial Planning Professionals DELIVER CONFIDENCE with COMFORT and CARE.Glidepath Portfolio Services believes in:a) The value of working with your financial planning advisor supported by your portfolio manager;b) Goals-based and liability-matched investment planning, monitoring and management service; c) Custom portfolio management service for individual investors using ETFs in separately managed accounts;d) Adaptive versus predictive portfolio management methodology;e) Technology that empowers financial planning professionals working with portfolio managers to deliver specific spending plan solutions that enhance the value and personalized support provided as a team for each client (your portfolio manager and financial planner).We are a portfolio management firm dedicated to delivering custom goals-based and liability-matched ETF portfolio management solutions - working in partnership with financial planning professionals and serving their clients using separately managed accounts. We are financial planning, portfolio management and technology professionals working together on our Portfolio GPS™ platform to best serve each client's specific goals, needs and priorities, within their own unique time horizons, risk sensitivities, probability preferences and unique financial management plans. We believe in personal service and advice supported by great technology not replaced by it.Copyright 2018, Glidepath Technologies Inc.