Our Story

Building the Future of Financial Services

GFI is building a vision that brings financial services, technology, AI and leadership together to create a larger opportunity for advisors, entrepreneurs and clients.

The GFI Vision

30–30–30 by 2030

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That's the opportunity and vision we believe we're building here at GFI. Our vision is 30-30-30 by 2030, building toward a $30 billion company at a 30X multiple by 2030.

30-30-30 by 2030 represents GFI's stated corporate vision and target, not a guarantee of future company value, performance or results.

How do we get there?

Four forces, one platform

Each part stands on its own. Together they form the GFI vision.

Financial Services

A large industry with a broad range of financial needs across protection, retirement, investments and estate planning.

AI

Intelligent technology that can help advisors and organizations work smarter.

Technology

Digital infrastructure designed to connect people, data and financial services.

World-Class Leadership

Leadership, education and business development that help people grow.

Financial Services+
AI+
Technology+
World-Class Leadership=
The GFI Vision
The opportunity

A Bigger Opportunity

The financial services industry is large. Technology is changing how people work. AI is changing how businesses operate. GFI's vision is to bring these forces together with leadership, education and an entrepreneurial platform.

  1. 01People
  2. 02Data
  3. 03AI
  4. 04Technology
  5. 05Financial Services
  6. 06Growth
The path

From building to 2030

Select a year to see what that stage of the vision focuses on.

2030

30–30–30

Targeting the GFI vision of a $30 billion company at a 30X multiple by 2030.

  1. 2026 · Build

    Develop people, systems, technology and leadership.

  2. 2027 · Expand

    Grow the network, capabilities and reach.

  3. 2028 · Scale

    Connect technology, AI and financial services at greater scale.

  4. 2029 · Accelerate

    Build stronger systems and broader opportunities.

  5. 2030 · 30–30–30

    Targeting the GFI vision of a $30 billion company at a 30X multiple by 2030.

30-30-30 by 2030 represents GFI's stated corporate vision and target, not a guarantee of future company value, performance or results.

AI & technology

Where Financial Services Meets AI

Advisor
AI
Technology
Client
Financial Strategy

Technology supports the advisor relationship — it does not replace it. Advice stays with licensed professionals; AI and digital tools help them serve clients more attentively.

  • Data-driven insights
  • Digital client experiences
  • Automation
  • Lead generation
  • Business intelligence
  • Advisor productivity
  • Personalized communication
Leadership

Leadership Matters

Technology can create scale. People create leadership. GFI's vision combines technology and AI with education, mentorship, leadership development and an entrepreneurial mindset.

Meet our advisors
The ecosystem

Everything connects to GFI

Hover or tap a node to see how each part fits.

In plain terms

Questions about the GFI vision

What is GFI?

GFI (Global Financial Impact) is a financial services organization that brings together licensed advisors, financial products, technology and leadership development. CanadaGFI is its Canadian presence, serving Canadian families, professionals and business owners.

What is GFI's vision?

GFI's vision is to combine financial services, AI, technology and world-class leadership into one platform that creates a larger opportunity for advisors, entrepreneurs and clients.

What does 30-30-30 mean?

30-30-30 by 2030 is GFI's stated corporate vision: building toward a $30 billion company at a 30X multiple by the year 2030. It is a target and a direction, not a guarantee of future company value or results.

What role does AI play in GFI's vision?

AI is used to support advisors, data-driven insights, automation, business intelligence and more personalized communication. AI does not replace the licensed advisor; advice remains a human relationship.

How does technology fit into GFI?

Technology provides the digital infrastructure that connects advisors, clients and data, so that client experiences are consistent and advisors can spend more time on advice.

What does the GFI vision mean for CanadaGFI?

At CanadaGFI, this vision comes to life through financial education, client-focused planning, advisor development, technology and opportunities designed for the Canadian market.

Canada

What This Means for Canada

At CanadaGFI, this vision comes to life through financial education, client-focused planning, advisor development, technology and opportunities designed for the Canadian market.

Looking for Financial Guidance?

Explore strategies for protecting your wealth, planning for retirement and building your legacy.

Explore Client Solutions

Build With GFI

Explore an entrepreneurial opportunity within a financial services platform built around education, technology, leadership and growth.

Explore the GFI Opportunity

The Future Is Connected

Financial services + AI + technology + world-class leadership.

The future is GFI.

Where Do You Fit Into the Vision?

30-30-30 by 2030 represents GFI's stated corporate vision and target, not a guarantee of future company value, performance or results.