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 can call you when convenient 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 will work with you to keep your plan updated and help you meet your financial goals.

Get your Smart Money Plan™ today.

To get started, call our Member Hub at 604-419-8888 to book an appointment with a G&F advisor. Note that due to COVID-19 protocols, your appointment will take place over the phone.

Make sure you have this information on hand for the initial phone call with your G&F advisor: 

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

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 can provide, the more accurate your plan will be!