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GFI INVESTMENT COUNSEL

TORONTO, ONTARIO, Canada · CRD 332720 · IAPD ↗ · gfiic.com · 416-488-8825

$1.75BRegulatory AUM
7Advisory reps
20Employees
0Clients
26-50Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

33
April 2026 — GFI INVESTMENT COUNSEL reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
January 2025 — GFI INVESTMENT COUNSEL (TORONTO, ONTARIO, Canada) is newly SEC-registered with $1.65B RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.