At Gulf & Fraser, we offer all the solutions you need to reach your goals – backed by expert guidance tailored to you.
You have important goals, but do you have a plan to achieve them? Our experienced wealth team can help you create a comprehensive financial plan that covers all aspects of your life.
Whether you want to invest for yourself or take advantage of professional support, we offer a range of tools and services to help.
An award-winning trading platform with all the industry-leading tools you need to build your own portfolio.
A simple digital investing service that provides you with a professionally managed, low-cost portfolio.
The term “strategic asset allocation” may sound intimidating but when you break it down it’s quite simple. It basically means deciding which investment products to use and how much of your money to put in them to achieve your goals.
If you’re interested in learning more about strategic asset allocation or struggling with other terminology, book an appointment. Investing doesn’t have to be difficult, confusing, or intimidating. Our advisors can break it all down for you.
“Capital growth strategies” is a term you may hear a lot when investing. It can sound quite intimidating, the way a lot of investing terminology does (see “strategic asset allocation” above). But, essentially, “capital growth strategies” are just another approach to investing – a way to make your money grow over time. It typically focuses on investing for the long-term, as well as potentially higher return (but also higher risk) investment options.
If you’re interested in learning more, book an appointment with one of our advisors. They’ll be happy to help you figure out whether this style of investing is right for you.
This is a great (but complex) question. Every person’s situation is different, and their idea of financial independence varies too. Some of us see financial independence as being able to retire early. Others see it as financial security – not having to worry about money or paying bills.
As a result, how to become financially independent is really a very personal thing. But that doesn’t mean you have to figure it out alone. Our advisors can help you determine what financial independence means to you and, from there, how to become financially independent in your own way.
No matter where you are on your journey, our advisors will put their expertise to work ensuring your financial wellness.
We collaborate with a number of partners to ensure you have access to the tools you need to achieve your goals.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade Guided Portfolios is a division of Aviso Financial Inc.
The GFCU Savings call centre hours are open from 7:00am-7:00pm Monday to Friday and 8:00am-4:00pm on Saturday.
Local: 1-250-442-5511
Toll-free: 1-866-442-5511
Email: info@gfcu.com
©2024 Gulf & Fraser. All rights reserved. Gulf & Fraser and GFCU Savings are trade names of Beem Credit Union.
