In addition to investment counseling services, GFI offers comprehensive financial planning that is designed to help you achieve your long-term goals.

When needed, GFI is also pleased to consult with your other service providers to ensure consistency as your plan is executed.

We work with you to identify unique opportunities that we can leverage, while also identifying any risks that may stand in your way. We develop an actionable plan that is tailored to achieving your family’s specific goals, while focusing on the following key areas:

  • Retirement Planning – strategies to accumulate and draw down on investments within your registered (RRSPs, RRIFs, TFSAs, etc.) and non-registered investments
  • Budget and cash flow analysis
  • Estate planning
  • Insurance analysis
  • Tax planning

When needed, GFI is also pleased to consult with your other service providers – if any – to ensure consistency as your plan is executed.

All financial plans are monitored on an ongoing basis and updated to reflect your changing circumstances.

Please contact us if you’re interested in learning more about our financial planning service, which is complimentary for all GFI clients.

“I don’ t want to buy any stock where if they close the New York Stock
Exchange tomorrow for five years I won’ t be happy owning it.”

- Warren Buffett
GFI