As a Financial Advisor, my mission is to help you move forward by guiding you in making informed financial decisions. Since launching my practice, I’ve applied my expertise to thoughtfully integrate every aspect of wealth—investments, tax planning, retirement savings, estate strategies and insurance—into personalized plans that are both practical and results-driven.
Comprehensive Financial Planning
Getting to know you—and understanding what truly matters to you—is the foundation of a lasting and successful relationship. At the outset, it’s important that we address three key questions: Do we like each other? Do we trust each other? And do we want to work together?
By gaining a clear understanding of your values and priorities, we can align our focus with your financial goals—whether that involves a major purchase, preparing for retirement, or creating a strategy to pass wealth on to future generations. Once your goals are clearly defined, we can develop a comprehensive financial plan designed to help you achieve them with confidence and clarity.
Building your portfolio
My approach to wealth management is built on understanding both your comfort with risk and your capacity for risk. These two factors play a critical role in designing a portfolio that truly reflects your goals and financial reality. I use investor profiling tools to assess your risk tolerance—that is, how comfortable you are with market fluctuations and investment uncertainty. Your emotional response to risk is essential in shaping your investment strategy.
Equally important is assessing your capacity for risk. While often overlooked, this is a key determinant in portfolio construction. Capacity for risk refers to your actual ability—financially and situationally—to withstand potential losses. We’ll have detailed conversations about your life, career and financial situation to determine the level of risk that’s appropriate for you. This ensures that your portfolio is aligned with both your goals and your real-world circumstances.
As an independent Financial Advisor, I have access to a full range of investment products—giving you the freedom of choice and the benefit of objective advice. In today’s market, not all investment products are created equal, and selecting the right ones requires careful consideration.
Your portfolio will be built with a focus on your risk tolerance, tax strategy and long-term financial goals. The bottom line: you can expect high-quality investment solutions designed to grow your wealth and help you achieve what matters most to you.
GP Wealth Signature Service Platform
Designed with the investor in mind, this is not your typical investment account. It’s a premium asset management service that gives you access to all the services, advice and investment options you need to meet your financial goals. There are no commissions to pay. Instead there is a monthly advisory fee as a percentage of your account—full transparency. Advisory fees are calculated on a sliding scale, which means as assets grow, the fee rate decreases.
My goal is to protect your assets while maximizing opportunities for growth. Let’s get started. You can contact me at 343.429.6670 or by email at mirwin@gpwealth.ca.
A Bit About Me
After earning a Bachelor of Arts in Sociology from the University of Windsor, I met my wife, Natalie. We soon moved back to the Niagara region to be closer to extended family, and it's here that we began building a family of our own.
Today, we’re proud parents of three amazing boys—including a pair of energetic twins. Life is full of joyful chaos, and even our dog Leddy is part of the adventure. My family is the heart of everything I do—they are my daily motivation to live well, do good and help as many people as I can along the way.