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.
