Future-focused, for you and your family

We take the time to understand what’s important to you, and create a plan to get you there

We work with you to create a financial plan that encompasses your financial goals, desires, and addresses any concerns you have. We show the impact that any potential financial decisions could have, such as purchasing a second property, gifting funds to your children, or retiring earlier than anticipated. Your plan is designed to evolve with you, and we update as often as necessary to ensure you remain on track.

When needed, we are also pleased to consult with your other service providers to ensure consistency as your plan is executed.

Please contact us if you’re interested in learning more about our financial planning service, which is complimentary for all GFI clients.


Looking for more information?

Call us at:416-488-8825 or reach out to: info@gfiic.com

Budgeting and Cash Flow

We review your cash flow and help create a budget that aligns with your goals.

Retirement Planning

When can I retire? How much can we realistically spend?

Tax Planning

We identify opportunities for tax savings and efficiencies.

Estate Planning

We review your assets to ensure an efficient estate distribution to your heirs.

Insurance and Risk Management

Is your existing life and disability insurance sufficient or can you reduce your insurance coverage?

Accumulation and Drawdown Strategies

Where should you direct your savings? What accounts should you draw from first? We help strategize a tax-efficient plan.

Our goal is to protect and grow your capital, so that you can spend more time focusing on what really matters: your family and loved ones.