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

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:

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

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.

“The key to making money in stocks is not to get scared out of them.”

- Peter Lynch