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.

“The stock market is designed to transfer money from the active to the patient.”

- Warren Buffett
GFI