Protect Your Wealth.
Plan for Retirement.
Build Your Legacy.
Personalized financial strategies for Canadian families, professionals, entrepreneurs and business owners.
- Protect what you've built
- Plan for retirement with confidence
- Build a stronger financial legacy
Complimentary 45-minute consultation • No obligation • Canadian-focused advice
Advice built around your situation
Choose the description that fits you best. The plan changes; the standard of care does not.
Protect the people who depend on you
- Right-sized life and critical illness protection
- Education savings (RESP) strategies with grants maximized
- A plan that survives job changes and market cycles
One review. Six decisions.
Protection
Life, critical illness and disability coverage sized to your real obligations.
Retirement income
A withdrawal plan that lasts, with CPP and OAS timing built in.
Investments & wealth
Portfolio structure matched to your timeline, taxes and risk tolerance.
Tax planning
Registered and non-registered strategies that reduce lifetime tax drag.
Estate & legacy
Beneficiary, probate and wealth-transfer planning done deliberately.
Education planning
RESP contributions and grant timing so tuition is funded, not financed.
Three steps, no pressure
Tell us your goals
Two minutes on the form, or a phone call. No documents required.
Your 45-minute review
In person in Vancouver or securely online. We map your current position against where you want to be.
A written strategy
Clear recommendations, disclosed costs, and no pressure to proceed.
Local advisors, Canadian strategies
Our head office is in Vancouver's downtown financial district. We meet clients across Metro Vancouver in person — Burnaby, Richmond, Surrey, Coquitlam, North Vancouver — and serve the rest of British Columbia and Canada through secure online meetings with appropriately licensed professionals.
GFI Canada320 Granville Street, Unit 820Vancouver, BC V6C 1S9See all locations
Before you book
Straight answers about the review, the cost and how we work.
Book Your Complimentary 45-Minute Financial Review
One conversation is enough to see where your plan is strong, where it is exposed, and what to do next. No cost, no obligation.
- Licensed Canadian advisors
- No advisory fee for the review
- Response within one business day