A seasoned investment advisor with a sensible, realistic, and personal approach to wealth building, Greg — working in close consultation with his team and partners — creates a custom-tailored financial and wealth management strategy for each client.
Fluid and flexible, these personalized wealth plans align investment management, estate planning, tax planning, and insurance planning disciplines. They are designed to reflect the markets, your ever-changing life, and the lives of your family and dependents.
Greg believes the confidence of knowing you're on a path to financial success is the hallmark of outstanding wealth management. He is a hands-on wealth manager who, among his many other endeavours, is an entrepreneur who has bought, developed, and sold several companies and properties. Greg has obtained his Chartered Investment Manager (CIM) designation and aims to help each client lead a better, worry-free life.
His passions encompass family, happiness, travel, community service, the financial markets, and various interests like music and writing. An accomplished singer and actor, Greg has performed with many theatrical and comedy groups.
