Start investing

As a member of G&F Financial Group, you have access to a variety of investment products that will help you achieve your financial goals.

The type of investment you choose depends on your personal needs and goals.

4 steps to start investing with guidance from G&F Financial Group

  1. We'll listen to you to get a better sense of your current financial situation, priorities and goals. Are you saving for a large purchase? Do you want to pay down debt?
  2. We'll determine which investment solutions are best for you. We'll consider your time horizon, risk tolerance, and what funds you'll need to have available in the short term.
  3. We'll work closely with you to develop a customized plan to meet your financial goals. We will help you craft a financial plan based on your unique situation and goals. This is what we call your Smart Money Plan™.
  4. We'll make sure you stay on track. Once you have your Smart Money Plan™ set up, it's important that we meet with you regularly to make sure you're on track to meet your financial goals.

Not sure which investment option is right for you?

Our Credential Asset Management Inc. or Credential Securities investment specialists can help you create a plan. 

Whether you have $500, $1,000 or $5,000 you’d like to invest, you have many options to choose from to start growing your money. G&F’s investment specialists will help you decide what will fit you best.

Here’s a list of investment products and options available to you:

Term deposit

Save and invest

See your investment options with G&F

You might also be interested in...

Learn more: Get investment advice

Get a customized plan that fits you.

Learn more: Invest on my own

Choose Qtrade or VirtualWealth

Check rates

G&F offers competitive interest rates.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. 

Talk to G&F about the investment that's right for you

Zaiba Riaf, Investment Specialist, G&F, Credential Asset Management Inc.

Book an appointment – we’d be happy to come to you!

                             Mutual funds are offered through Credential Asset Management Inc.