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Disclaimer GP Wealth Management Corporation, a member of the Mutual Fund Dealers Association of Canada, is a Mutual Fund Dealer registered with the Provincial Securities Commissions. Your Roche Financial Group Representative is licensed to sell and service mutual fund products and certain other approved securities as permitted under GP Wealth Management Corporation's registration. GP Capital Insurance Agency Ltd, is a distributor of insurance products. Your Roche Financial Group Representative is licensed to sell and service insurance products and certain other approved insurance products as permitted under GP Capital Insurance Agency Ltd. |
CORPORATE STRUCTURE
The company is managed by Al Hamdan Bsc Eng, CFP and Olive Roche. Al is the Managing Director of Financial Services for the company and Olive manages the administrative departments and all franchised operations. Al reviews all Financial Plans and works with the Franchisees, Agents and all in-house professionals in the development of Financial Plans and the implementation of solutions including product placement.
Ron Roche CFP, RFP, EPC, President and CEO operates on the Board and engineers the companies Policies and Procedures. He also orchestrates the addition of new franchised offices, the purchase of existing practices to convert to franchised offices and is the front person to talk to prospective Total Toolbox Service Package clients.
Keith Jackson CFP, CGA is the in-house tax specialist. Keith is responsible for all tax research and he fields all complex tax questions. Keith reviews all Financial statements, Corporate returns and Trust Returns prepared in every office before they are and ready for presentation to the client. Keith also provides annual tax update seminars for all Franchisees and presents various tax training courses.
Kelly Hagerman is a third year undergraduate of the CGA program and has many years of experience in accounting offices and the provision of bookkeeping services. Kelly worked closely with Ron Roche in the development of pre-configured software packages called the Total Toolbox Solution which are made client specific upon engagement by any client. There is a Standard Cost System for manufacturing plants, general contractors, building contractors and any trade. There is a system designed to enable the retailer operating a single store with staff in charge while the owner is away or owners of a chain of stores to manage and control the conversion of their inventory to money in the bank and account for deficiencies. There is a system designed specifically for commissioned sales persons and another for the skilled professionals i.e. Dentists, Optometrists. While these systems include the complete accounting function on a day to day basis the accounting function is only part of the service.
Hanna Sahar AMP, MBA, PH.D partnered with Dominion Lending Centres is our in-house mortgage professional. Hanna works closely with Al Hamdan who works closely with the franchisees. Hanna is called by Al as necessary to provide services in the area of mortgages, lines of credit and refinancing when the need is identified through the process of providing financial planning services to clients. Hanna has access to all financial institutions including the banks and shops the market for our clients to obtain the best mortgage for them.
Mike Sanderson is considered by Ron Roche to be amongst the foremost Group Benefits Specialists in Ontario. Mike works as an in-house consultant in this area and assists in the development of tailor-made Group Employee Benefits packages for Franchisees business clients. Mike works closely with Al Hamdan on the design and implementation of Pension or RRSP plans for employers.
Belleville
