Gfi Investment Counsel Ltd.
- Regulatory AUM
- $1.8B
- Discretionary
- $1.5B
- Clients
- 1,059
- Avg AUM / client
- $1.7M
- Accounts
- 5,833
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 537 | $110M | 6.25% |
| High net worth individuals | 222 | $557M | 31.7% |
| Pooled investment vehicles (non-investment companies) | 2 | $154M | 8.81% |
| Pension and profit sharing plans | Fewer than 5 clients | $782K | 0.04% |
| Charitable organizations | 5 | $21.7M | 1.24% |
| Corporations and other businesses | 293 | $911M | 51.9% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goodman, Daniel, Todd | Chief Executive Officer | Aug 2006 (20y) | ≈ 28.13% – 75% via Good Capital Management Inc. | |
| Wolle, Lorne, Ephriam | President And Chief Investment Officer | Nov 2011 (15y) | ≈ 14.06% – 50% via Denn Family Holdings Inc. | |
| Yokura, Fuyumi, Christine | Chief Compliance Officer And Chief Operating Officer | Mar 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| G5 Holdings Inc. | Shareholder | Dec 2011 | A | 75% or more |
| Good Capital Management Inc. | Shareholder | Dec 2011 | B | ≈ 37.5% – 75% via G5 Holdings Inc. |
| Denn Family Holdings Inc. | Shareholder | Dec 2011 | B | ≈ 18.75% – 50% via G5 Holdings Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Goodman, Daniel, Todd: 75% – 100% of Good Capital Management Inc. × 50% – 75% of G5 Holdings Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Wolle, Lorne, Ephriam: 75% – 100% of Denn Family Holdings Inc. × 25% – 50% of G5 Holdings Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Good Capital Management Inc.: 50% – 75% of G5 Holdings Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Denn Family Holdings Inc.: 25% – 50% of G5 Holdings Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Bank Of Canada $1.4B (78% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗