Private Wealth
GF Securities (Canada) Co. Ltd., is a fully-owned subsidiary of GF Securities, and is the first Chinese full-service investment bank to establish offices in North America. It is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
GF Securities (Canada) Private Wealth was established in 2020 and is an independent department of GF Securities (Canada). It is committed to serve to the specific needs of our high-level clients.
We believe in prudent investment strategies, sensible wealth management, and the inheritance of wealth to generations onwards.
Initial Investment Amount > 500,000 (USD/CAD)
Comprehensive wealth management
GF Private Wealth Management provides a full range of services. Whether it’s tax planning, retirement, asset allocation, philanthropic planning, or inheritance of wealth, our dedicated and thoughtful team will do their best to facilitate your wealth planning.
Some services are provided by our Contracted Partners
Tax Planning
Wealth Preservation
Estate Planning
Investment Management
Trust Managing
Asset Allocation
Property Management
Philanthropic Planning
World Class Investment Boutique
Globally acclaimed institutional analysis report
World-wide investment products
Industry experts and exceptional portfolio managers
One-to-one customization of investment and financial planning plans
Strict and continuous risk control and assessment
STEP1
ASSESS YOUR NEEDS: We will start by meeting you in person to complete your Know Your Customer Questionnaires (KYC) and fully understanding your investment needs, including your financial situation, investment objectives, investment period, and risk tolerance, etc.
STEP 2
CUSTOMIZE YOUR PLAN: After a thorough understanding of your financial situation, we will create a tailor-made Investment Policy Statement (IPS) that will consist of your investment plan, including strategic asset allocation (various combinations of cash, bonds, stocks, and other assets) that can satisfy your liquidity, return, and risk requirements.
STEP 4
EXECUTE YOUR PLAN: Upon completion of your investment proposal, our portfolio manager will implement your plan using proven investment strategies, which includes a selection of our in-house bond and equity portfolios and investment products offered by our approved third parties. Our in-house portfolios are designed by our IIROC registered portfolio managers with thorough analysis on the macroeconomy, market trends, and company standards to identify the most promising investment opportunities and appropriate industry allocation to achieve the optimal risk/return outcome.
STEP 3
UPDATE YOUR INVESTMENTS: Over the course of the long-term investment, we will enforce rigorous risk control and dynamic portfolio re-balancing. We will closely monitor market dynamics, government policies, and company performance to adjust our investment strategies accordingly. We will also stay in contact to continuously update and optimize your investment plan in keeping with your changing needs.
High-end personalized value-added services
GF Securities Private Wealth understands that in your life overseas, there’s not only a need for wealth management, which is why we maximize our resources to provide you with extensive services to improve your quality of life.
We will provide you with our resources in all aspects, from providing educational services for your children or providing your family with health care resources, to high-end leisure activities. We are continuously working to improve our services. Please feel free to contact your financial advisor for any inquiries or suggestions.
