Greg is a seasoned investment professional with over 20 years’ experience in planning, investment management and client relationship management. His deep operational experience is key to servicing clients.
Greg holds the Certified Financial Planner (CFP) designation and is continually upgrading his education.
Greg believes in a holistic approach to wealth management where planning, investing, use of specialists and client goals are integrated into a customized approach.
He enjoys spending time with family and friends. Time outdoors is a passion and Greg enjoys participating in various activities such as cycling, hiking and skating. Greg values exploring our wonderful country and believes all Canadians should partake of the opportunity to do so.