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!