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Your next ​Smart Money Move

Complete a free Smart Money Plan™ with a G&F Wealth Management Specialist and you can receive an investment transfer-in bonus of up to $1,000!*

At G&F, managing your wealth is not just for the wealthy, it's for everyone. We all have financial goals we want to achieve. Whether you want to save, protect or see your money grow, a G&F expert can help you create a Smart Money PlanTM that works for you and your needs, so you can meet your #lifegoals.

Make your Smart Money Move and earn a bonus!*

Book an appointment to take advantage of our limited time offer when you transfer funds to G&F. The more you transfer, the bigger your bonus! Plus, we’ll reimburse your transfer-in fees, up to $150*. 

Mention “Smart Money Move” when booking your appointment.

Transfer-in amount (CAD)Bonus (CAD)
$50,000 - $99,999$250
$100,000 - $249,999        $350
$250,000 - $499,999$500
$500,000 - $749,999$750
$750,000 +$1,000


*Limited time offer. Terms and conditions apply.

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 trademark owned by Aviso Wealth Inc.

Get financial advice

Meet with a G&F Financial Planner

Get investment advice

Meet with a G&F Investment Specialist

Learn more: How do I make a plan?

Learn how we work with you on your Smart Money PlanTM

Ready to make your next Smart Money Move?

Book an appointment by filling out our form below or by calling us at 604-419-8888.