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.

“If you’ re prepared to invest in a company, then you ought to be able to explain why in simple language
that a fifth grader could understand, and quickly enough so the fifth grader won’ t get bored.”

- Peter Lynch