Question 1

What is GFI Canada?

Accepted Answer

GFI Canada is a Canadian financial services firm helping families build, protect and transfer generational wealth. We work with 25+ top financial companies and offer clients coordinated planning across insurance, investments, retirement, tax-efficient income and estate strategies.

Question 2

Who does GFI Canada work with?

Accepted Answer

We work with individuals, families, business owners and incorporated professionals across Canada, and, through our licensing platform, with clients in the United States and 55+ additional countries.

Question 3

How much does an initial consultation cost?

Accepted Answer

Your first consultation is complimentary. It's a relaxed conversation to understand your goals, walk through the strategies that fit your situation, and show you how we work, no obligation, no pressure.

Question 4

What is the Family Bank Strategy?

Accepted Answer

The Family Bank Strategy uses a specially structured, cash-value life insurance policy as a private financial reservoir your family can borrow from and repay across generations, funding education, first homes, business capital and a stable, risk-free retirement income.

Question 5

How does tax-free retirement income work in Canada?

Accepted Answer

By rolling qualifying savings into tax-advantaged, market-linked structures with downside protection, you can generate retirement income that is significantly more tax-efficient than a typical RRSP drawdown, while your principal is shielded from market losses.

Question 6

How is my information protected?

Accepted Answer

We use bank-grade encryption, secure document exchange and follow Canadian privacy legislation (PIPEDA) to protect every piece of your data.

Question 7

Can I become a GFI Partner and build my own business?

Accepted Answer

Yes. GFI offers a business-ownership platform, mentorship, industry-leading contracts, back-office technology and access to 25+ carriers, so licensed professionals can build a real, transferable business asset, not just a job.

Question 8

Do you meet virtually?

Accepted Answer

Yes. Most clients meet with us over secure video calls. We also welcome in-person meetings at our Markham and Vancouver offices.

Straight answers to the questions we hear most.

A 30 minutes can shape your next 30 years.