GFI Managed Accounts are built to meet the
unique needs of our clients.

We work closely with you to develop a customized asset allocation strategy that reflects your risk tolerance, time horizon, and any other factor deemed important to your financial well-being.

Managed Accounts are invested in 15-25 securities.

Funds are held with third-party custodians. National Bank Independent Network is our prime custodian, but we are happy to work with a custodian of your choice.

Please speak to us today at 416.488.8825 to learn more about Managed Accounts.

“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