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Get financial advice

Work with a G&F Certified Financial Planner to develop a holistic financial plan and achieve the goals that are most important to you.

You have financial goals and aspirations—whether that means following a budget, paying down debt, or saving for your future (or all of the above!). But without a plan to follow, you may find it difficult to achieve your goals. That is why, at G&F Financial Group, we want to help you understand and take better control of your finances—we want to help you enjoy life beyond banking.

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 leads to big achievements and that the right time to begin managing your wealth is now.

How can a Financial Planner help me?

  • Experience – steering you through your various life stages or business cycles
  • Investment discipline – helping you keep money and emotions separate
  • Investment suitability – finding the right risk/reward balance
  • The value of time – allowing you time to focus on your family and career
  • Referrals – putting you in touch with other financial services providers, such as tax and estate specialists
  • Tax efficiency – recommending appropriate savings plans and tax-efficient products offered by fund companies

Our Smart Money Plan™ approach

Our accredited experts take the time to get to know your needs and financial goals—forming a relationship focused on you. We listen carefully before we create a customized Smart Money Plan™ that allows you to meet your financial goals, take charge of your finances and make a difference in your financial future. 

Whether you are planning for retirement, protecting your wealth or saving for a large purchase, we focus on helping you throughout your financial journey. We meet with you when convenient for you to review your investments, update your plan, answer your questions, and recommend adjustments to help keep you on track. As your needs or circumstances change, your dedicated financial planner works with you to update your plan to meet your financial objectives.

Get your Smart Money Plan™ 

To get started, call our Member Hub at 604-419-8888 to book an appointment with a G&F expert or to speak directly to a wealth specialist.

We’re ready to get started so you’ll need to be prepared! Bring this information to your first appointment: 

We want to make sure we understand your current financial situation. To help with this process, make sure you bring the following information to your meeting:

  1. Pension, RESP, RRSP, and/or RIF statements
  2. Recent investment and bank statements
  3. Most recent tax assessment
  4. Breakdown of monthly expenses

The more information you bring, the more accurate your plan will be!

Ready to take charge of your finances?

​Call 604-419-8888 or book an appointment to get started on your free Smart Money Plan™ today.

Meet our team

Need to meet after hours, over coffee or at home?
​Our mobile experts can meet with you at your convenience, where and when it suits you.

David Chan

Wealth Planner, G&F, Credential Securities

Areas covered: Richmond, Burnaby, Surrey

Tyler MacLean

Financial Planner, G&F, Credential securities

​Areas covered: Surrey, Langley

Greg Nakano

Financial Planner, G&F, Credential Securities

Areas covered: Burnaby, Port Coquitlam, New Westminster

Anand Sharma

financial planner, G&F, Credential securities

Area covered: Vancouver