Company Summary
GFI is focused on preserving and growing capital for our clients through our proprietary value investment process. We offer customized wealth management solutions for high net worth clients, and maintain an unwavering focus on client service.
We currently work with over 100 families, trusts and corporations – and oversee more than $320 million in assets. Our principals and their families are significant clients. The GFI team has a combined 40+ years of investment experience. Our clients’ funds are held at one of GFI’s third-party custodians, which include National Bank Financial Group and Dundee Securities Limited.
Source: GFI Investment Counsel Ltd.
Unique Value Proposition
We are not the index.
We take concentrated positions in great businesses.
We buy companies with durable competitive advantages.
We focus on strong operating leverage and pricing power.
We take a private equity approach to investing.
We trade as if we are buying entire businesses, while benefiting from public market liquidity.
GFI does not invest in fads.
We maintain discipline through all markets.
We are focused.
We utilize a proprietary checklist to govern our investment decisions.
Strong emphasis on balance sheets.
We look for minimal debt and smart allocation of corporate cash.
Source: GFI Investment Counsel Ltd.
AUM ($Bil)
0.5
Year Founded
2007
Key Personnel
Daniel Goodman, CFA, President, CEO, and Co-Chief Investment Officer
Effie Wolle, CFA, Vice President and Co-Chief Investment Officer
Adam Bresver, Director, Business Development
Address
2 St. Clair Avenue East, Suite 1204
Toronto, Ontario
M4T 2T5