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 operates as an independent registered investment adviser (SEC registration in 2024) with ownership described as a mix of a foreign entity and an individual. The firm serves both individual and family clients as well as institutional investors, charging traditional AUM fees alongside performance-based fees. Its advisory scope includes financial planning and discretionary portfolio management across individual/small business accounts, pooled investment vehicles, and institutional mandates. GFI does not identify as an ESG investor, is not a pension consultant, and is not designated as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3Active vs passive
$14.7M in ETFs
100%
$14.7M
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 | $7M | 76,708 | 47.83% |
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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