Glidepath Portfolio Services

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Glidepath Portfolio Services

1. How can goals based investing benefit me?

  • I will understand how much money I need to save today, in order to achieve my future goals given a set of assumptions and constraints that I am comfortable using for planning purposes;
  • I will understand how much money I will require for funding my future goals;
  • I will be confident in knowing, the investments used to help me achieve my goals, are constantly monitored, for the most suitable investment options available, to help me reach those goals;
  • I will have comfort knowing "Someone will actually be there for me, to make the appropriate adjustments, if my goals, circumstances, preferences, sensitivities or market conditions change";
  • I will be able to easily track my progress towards reaching my goals, in a clear transparent manner.

2. What is my account number?

You can find your account number(s) by logging into the Glidepath client portal at http://clients.myglidepath.com/

3. How do I deposit money and how is my money managed?

Your money is custodied with BBS Securities Inc., which is a member of the Canadian Investor Protection Fund (CIPF). Your money is allocated to your investment portfolio accounts at BBS Securities Inc. and managed on a discretionary basis by your Glidepath registered portfolio manager according to your KYC suitability information and verified in your investment policy statement for each account.

4. How do I link a banking account?

To link a checking account, we need to make sure you own that account by having you confirm a random deposit / withdrawal that our custodian BBS Securities Inc. puts into that account. After entering your bank account information, you will then complete the following steps to confirm your bank account with Glidepath:

  • 1. Log into your checking account at your bank.
  • 2. Find the small random amount under $1.00 that was deposited into your account - please note, you may have to wait up to three business days to see these deposits.
  • 3. Add BBS Securities Inc. as a payee in your online banking session and make a payment of the same small amount under $1.00 that was initially deposited.
  • 4. The verification process through BBS Securities Inc. will then take another three business days and you will receive notification that your account has been linked.
  • 5. That's it, you're ready to start investing!

Get Started

Start your goals based investment management plan

with your Financial Planning Advisor and Portfolio Manager on Glidepath's Portfolio GPS™ platform today!

Legal Terms of Use | Privacy Policy

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. The information provided by Glidepath Portfolio Services and other sources on this website is believed to be accurate and reliable at the time of posting, however, we cannot guarantee it is accurate or complete at all times. The information provided is subject to change at any time without notice to users and the information on this site may not immediately reflect such changes. The information on this website is for information purposes only and is not intended to provide legal, accounting, tax, specific investment or financial advice and should not be relied on in that regard.

© 2018 Glidepath Portfolio Services Inc. All Rights Reserved.