Smart Money Plan™

Ready to take charge of your finances?

We all have financial goals and aspirations, whether that means following a budget, paying down debt, or investing for the future (or all of the above!) But without a plan to follow, it can be difficult to achieve these goals. That is why at G&F Financial Group we are passionate about empowering our members with financial clarity - helping you succeed in the future.

Our Smart Money Plan™ Approach

Our accredited experts take the time to get to know your needs and financial goals – forming a partnership focused on you. We listen carefully to create a custom Smart Money Plan™ that will allow you to take charge of your finances and make a difference in your financial future.

Take charge - Book an appointment today!

Call 604-419-8888 or click here to book your free Smart Money Plan™ today!

Need to meet after hours, over coffee, or at home? Not to worry – our mobile experts can meet with you at your convenience. Visit our Wealth Management Team page to learn more about our certified Financial Planners, Insurance Planners and Personal Account Managers.

Educating and Empowering our Members

At G&F, we focus on educating and empowering others to plan, prepare, and dream bigger! It is our priority to ensure that you gain the clarity and direction you need to achieve your financial goals. We’re firm believers that smart advice and effective planning contributes to big achievements, and that the right time to begin managing your wealth is now.

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FAQ

What is a Smart Money Plan™?

What information does a Smart Money Plan™ give me?

What do I need to bring with me to my appointment?

How long will the initial appointment take?

Is it really free?