GFI Investment Counsel

RIASEC Registered

Total AUM

$1.8B

Discretionary

$1.5B

88% of AUM

Avg account

$301K

Accounts

5,833

Employees

Advisory reps

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

FINTRX

Overview

GFI Investment Counsel is a corporation that provides fee-based wealth management and advisory services to both individual/family and institutional clients. The firm registered with the SEC in 2024 and reports ownership that includes both foreign-entity and individual stakeholders. Advisory offerings cover financial planning and portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts. Compensation is a mix of percentage-of-AUM fees and performance-based fees. The firm reports no active ESG investing program and is not classified as a multi-state adviser. GFI also lists industry affiliations that link it to broker-dealer activity, security-based swap dealing, and banking or thrift institutions, indicating capabilities or relationships beyond pure investment advice.