GC Private Client
For the future you’re building.
One-on-one guidance for planning, investments, and insurance.
Built around what matters to you.
As a GC Private Client, you’re supported by a dedicated team of advisors, each experienced in their own discipline and each working alongside the accountant, lawyer, and other professionals you already have. With personalized planning, growth strategies, and options that suit your priorities and lifestyle, they help you build for the future with confidence and clarity.
It all starts with a conversation.
Each discipline begins the same way, with your advisor getting to know you.
- Meet with an advisor. Your priorities, your lifestyle, and the future you’re working toward.
- Your priorities become a plan. Your advisor sets out your options, and the choice stays with you.
- Your advice grows with you. Your life will change, and so can your plan. For clients whose investments are managed through GC Private Client, your advisor can review your progress and adjust your strategy as priorities shift.
Begin with what matters most.
Choose the discipline that matters most right now, whether that is planning, investments, or insurance. You meet with the advisor who works in that area, and everything else can wait until you are ready.
Frequently asked questions
Answers to what clients most often ask before they begin.
What does it mean to be a client of GC Private Client?
It means working one on one with a dedicated team of advisors, each experienced in their own discipline. You have a direct line to the advisor for each area you choose, options are set out plainly, and the advice is built around your priorities and lifestyle. Your accountant, your lawyer, and the advisors you already have remain part of it.
What does each advisor cover?
Your financial planning advisor builds a plan around your priorities and timeline, from retirement to estate and succession, with tax planning alongside your accountant. Your investment advisor builds and manages personal and corporate portfolios, for clients who choose to have GC Private Client manage their investments. Your personal insurance advisor looks after your home, vehicles, valuables, and family, including life, disability, and critical illness. Your commercial insurance advisor looks after the coverage a business needs, from property and liability to business interruption.
Can I keep my other advisors and investments?
GC Private Client works alongside the advisors you already have, and you decide what, if anything, changes. Your investments stay where they are unless you choose to move them.
Will my plan change as my life does?
Your life will change, and so can your plan. For clients whose investments are managed through GC Private Client, your advisor can review your progress and adjust your strategy as priorities shift. For insurance, you can ask your advisor to look at your coverage whenever your circumstances change.
Do I need a corporation or a business to work with GC Private Client?
No. GC Private Client works with professionals and business owners. You do not need a corporation to start.
Ask an advisor.
Questions about GC Private Client are welcome before you book.
Insights + Information
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