GFI Investment Counsel
Firm details
- Headquarters
- Toronto Ontario,
- CRD number
- 332720
- Registered since
- December 17, 2024
- Website
- www.gfiic.com
- Custodians
- INDEPENDENT BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses51.93%
- HNWI31.73%
- Pooled Investment Vehicles8.81%
- Individuals6.25%
- Charitable Organizations1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GFI Investment Counsel is an independent, SEC-registered investment adviser that began registration in 2024. The firm is owned by a combination of a foreign entity and an individual and serves both individual/family and institutional clients. Its advisory mandate spans financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles and institutions. Compensation is primarily a percentage-of-AUM model with the ability to charge performance-based fees. GFI states a preference for equities and does not register itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Investment Grade Corp Bonds16%
- Private Funds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Daniel Goodman
Chief Executive OfficerCRD 7980853
Contacts
2 of 2
Gerald Zengeya
Operations ManagerCRD 7719770
Lorne Wolle
ShareholderCRD 7980854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$16.5M in ETFs
100%
$16.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $6.6M | 72,044 | 39.92% |
Location
Toronto Ontario, null
Location
Toronto Ontario, null
Headquartered in Toronto Ontario, null.
- Address
- 45 St Clair Ave W
- Office locations
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