Insurance & risk planning
Protect Your Wealth
Help safeguard your income, family and assets with insurance and risk-management strategies designed for life in Canada.
- Income protection
- Life & living benefits
- Family risk review
Canada • Life Insurance • Retirement • Saving & Investing
Make Your MoneyWork Smarter.
Whether you have a little or a lot to put aside, we help you explore personalized ways to grow your money, protect your family, and plan for your future.
Personalized financial strategies for different incomes, goals and stages of life.
0+
Carrier partners
0+
Countries expanding
+0
AGENTS AT GFI
0/5
Client satisfaction
Where should I invest my extra money?
Have Extra Cash? Put It to Work.
Not sure where to invest the money sitting in your account? We can help you explore investment options based on your income, goals, timeline and comfort level, whether you're starting with a small monthly amount or have significant savings to invest. Investments are not guaranteed, and we always explain how they differ from insurance strategies.
Start small
Set aside a monthly amount that fits your budget.
Grow steadily
Explore options matched to your timeline and comfort level.
Stay protected
Options with guarantees may be available, depending on the product.
Any income level
Plans built for everyday Canadians, not just high-net-worth clients.
Financial solutions
What would you like to do with your money?
Simple starting points for everyday Canadians. Pick the one closest to your situation and we'll walk you through the details.
Protect your wealth. Plan for retirement. Build your legacy.
Your Financial Priorities: explore the strategies that can help strengthen your financial future, for Canadian families, professionals, entrepreneurs and business owners.
Income & retirement strategy
Plan for Retirement
Build a tax-aware retirement strategy around your timeline, income needs and long-term financial independence.
- Tax-aware income
- Registered accounts
- Retirement timeline
Estate & wealth transfer
Build Your Legacy
Coordinate estate and wealth-transfer strategies so more of what you build can reach the people and causes you value.
- Estate coordination
- Wealth transfer
- Succession planning
Protect
Retire
Legacy
Not sure which strategy should come first?
Find Your Financial Strategy
Business Solutions
For business owners and incorporated professionals
Strategies focused on corporate wealth, tax-advantaged planning, business protection, succession and legacy.
- Corporate wealth
- Tax-advantaged planning
- Business protection
- Succession
- Legacy
- Wealth preservation
Family Solutions
For Canadian families and professionals
Personalized strategies for family protection, retirement, wealth building, education, estate planning and long-term financial security.
- Family protection
- Retirement
- Wealth building
- Education
- Estate planning
- Long-term security
One coordinated plan
A Strategy-First Approach
GFI Canada connects financial strategies around your goals, not just individual products, through appropriately licensed professionals.
1Goals
2Strategies
3Financial Future
ACCESS TO A BROAD FINANCIAL ECOSYSTEM
Our Partners
Backed by 25+ leading carriers.
We work with Canada's most trusted financial institutions and insurance carriers, so every recommendation is truly independent and always in your best interest.
Personalized planning
Financial Planning That Fits Your Life
You don't need to be wealthy to start planning. Whether you're beginning to save, growing your career, raising a family, running a business or preparing for retirement, we can help you explore a strategy tailored to your income, priorities and goals.
Your money, step by step
What Can You Do With Extra Money?
- Extra MoneyEven $100 a month
- Protect What MattersFamily, income, home
- Grow Your SavingsPut your money to work
- Prepare for RetirementIncome for later life
- Build Your LegacyPass it on with care
Whether it's $100 a month or a larger amount of savings, we help you explore options based on your income, goals and stage of life.
Explore My OptionsNo two plans are the same
Your Plan, Built Around You
There is no one-size-fits-all financial plan. Your strategy should reflect your income, priorities, family and long-term goals.
GFI FINTECH AI PLATFORM Powered by TevahTech
Powered by TevahTech
our AI fintech platform.
GFI Canada runs on TevahTech: a proprietary, AI-driven financial services platform built to make every advisor more efficient, every client experience more personal, and every recommendation smarter. From predictive analytics to automated compliance, TevahTech is the invisible engine behind our modern advisory practice.
10×
faster onboarding
24/7
AI concierge
100%
compliance-ready
AI Client Insights
Every conversation, every plan, enriched with predictive intelligence.
Predictive Analytics
Real-time scenario modelling for retirement, protection and estate outcomes.
Automated Compliance
LLQP-aware workflows keep every recommendation regulator-ready.
Agent Performance Engine
Personalized coaching signals help every advisor perform at their peak.
Smart CRM & Workflow
One dashboard for pipelines, carriers, policies and renewals.
24/7 Concierge
AI-assisted client servicing, always on, always accurate.
The Family Bank Strategy
Stop paying banks. Become one.
Instead of sending your money to banks, lenders and finance companies, you build a cash-value reserve inside a specially structured policy, a private financial reservoir your family can access and benefit from for generations.
- Fund a child's education, first car or first home
- Build a stable, risk-free retirement income
- Access capital without selling investments
- Pass wealth efficiently to the next generation
Family Bank
Private capital pool your family borrows from and repays.
Tax-Free Retirement
Income that isn't eroded by future tax hikes.
Living Benefits
Access funds during critical, chronic or terminal illness.
Downside Protection
Market-linked growth, without market losses.
For Business Owners & Incorporated Professionals
Advanced financial strategies for business owners.
Purpose-built for founders, physicians, dentists and incorporated professionals who want their corporation to work as hard as they do, tax-efficiently, privately and generationally.
Accessing Retained Earnings, Tax-Efficiently
Unlock capital trapped inside your corporation using IPPs, corporate-owned life insurance and tax-preferred withdrawal strategies, so you keep more of what your business earned.
- CDA credit planning
- Corporate insurance shelters
- Tax-preferred cash extraction
Protect Your Estate While Enjoying It Now
Coordinated wealth architecture that shields your assets from creditors, litigation and estate tax, while giving you full access to your capital during your lifetime.
- Asset & creditor protection
- Probate-efficient transfers
- Living-benefit access
Legacy Banking
A privately structured banking system inside your corporation, so your family recaptures the interest and capital you would otherwise pay to outside lenders, for generations.
- Corporate cash-value reserve
- Collateralized lending
- Multi-generational transfer
How we work
A calm, five-step path to clarity.
No pressure, no jargon. Just a structured process that turns complexity into a plan you understand and control.
01
Discovery
A relaxed, complimentary conversation to understand your goals, timeline and what financial success looks like for your family.
02
Analysis
We build a full financial needs analysis, protection, savings, investments, tax and retirement, modelling several scenarios.
03
Strategy
You receive a clear, plain-language strategy with specific recommendations, timelines and expected outcomes.
04
Implementation
We handle the paperwork, coordinate carriers and platforms, and put every piece of your plan in motion for you.
05
Ongoing Care
Annual reviews and proactive check-ins keep your plan aligned as your life, markets and tax laws evolve.
Frequently asked questions
Your Financial Questions, Answered.
Simple answers to common questions about investing, insurance, retirement and building your financial future.
It depends on your goals, timeline and comfort with risk. A licensed advisor can help you compare options such as registered plans, investments, segregated funds and insurance strategies, and explain how each one may fit your situation.
Explore your optionsEducational information only, not personalized advice. Investments are not guaranteed and differ from insurance strategies. Your situation is reviewed with a licensed advisor before any recommendation.
Last updated:
Careers at GFI Canada
Join Our Team Today
Build a career in financial services with training, mentorship and opportunities to grow with GFI Canada.
What clients & partners say
Real people. Real outcomes.
"GFI showed us the Family Bank strategy and it changed everything. Our kids' education, our retirement, and our estate, all in one plan we finally understand."
J
Juan M.
Client Family, Toronto
"I rolled over my RRSP and my old workplace plan through GFI. For the first time I have retirement income I actually cannot outlive."
M
Mitra A.
Client, Vancouver
"Joining GFI Canada as a Partner gave me something no other firm offered, real business ownership. I'm building an asset for my family, not just chasing commissions."
J
Jordan.
GFI Agency Owner, West Vancouver
"Their advisors are patient, transparent and human. No pressure, no jargon, just clarity. That's rare in this industry."
D
Daniel K.
Client, Calgary