GFI Customized investment management 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.

Customized investment management 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 Customized investment management.

“There is always something to worry about. Avoid weekend thinking and ignore the latest dire predictions of
the newscasters. Sell a stock because the company’ s fundamentals deteriorate, not because the sky is falling.”

- Peter Lynch