About Managed Accounts

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

We work closely with each client to develop a customized asset allocation strategy that reflects their risk tolerance, time horizon, and any other factor deemed important to that client’s financial well-being.
Managed Accounts are typically invested in 15 to 25 core holdings, including both equities and fixed income investments.

Our clients’ funds are held at one of GFI’s third-party custodians, which include National Bank Financial Group and Dundee Securities Limited.

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