About Us

Your Financial Planning Advisor gives us the plans … and we manage your investments to support them.

Glidepath Portfolio Services (“Glidepath”)  is a registered portfolio management firm offering discretionary investment management service on a fiduciary basis to clients of independent financial planning advisors and their family wealth management firms across Canada.

Founded by members of the management team in 2016, together we serve as an outsourced investment management and practice support team for independent financial advisors on Glidepath’s collaborative digital platform for integrated financial planning and investment management service.

Client accounts are held at CI Investment Services, an IIROC registered brokerage firm and custodian. CI Investment Services Inc. is a wholly owned subsidiary of CI Financial Corp. (TSX: CIX).

Our Cause

Every day we work together with our financial planning advisor partners to help clients live happier, healthier and less stressful lives. This purpose guides everything we do and is the real human benefit of our work together for clients, our partners and ourselves

Our Focus and Mission

We work with independent financial planning advisors to custom manage clients’ investments to support unique cash flow schedules that are defined for each account. In doing so, our mission is to help clients use their money to fund the lives they want to live with confidence, comfort and the personal care of both their financial planner and portfolio manager working together to help make their money last.