What drew Greg to the industry was a deep-seated passion for guiding individuals and organizations toward achieving their financial goals. He previously held roles in private banking and as a Business Analyst. With a new appreciation for research and analysis and his well-honed client service skills, he moved to RBC PH&N. Before being promoted to Investment Counsellor, he held progressive roles with the firm, including Associate Portfolio Manager and Associate Investment Counsellor.
Over the years, he has leveraged his diverse knowledge and insight to navigate the complexities of the market and help clients achieve financial success. He enjoys building long-term relationships with clients and developing a thorough understanding of their financial situation, risk tolerances, and investment goals. He aims to create a tailored investment strategy to align with these parameters and regularly monitor each client’s progress toward a brighter financial future.
Clients appreciate Greg’s holistic approach and ability to demystify complex financial concepts and empower them to make better decisions while navigating changes and milestones. He is a Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.
Outside of work, Greg enjoys travelling the world and spending time with his wife, Margaret, and two children, Francesco and Juliano. He also maintains his Italian family tradition by making homemade salami, tomato sauce, and wine.
