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Portfolio Manager, Investment & Wealth Advisor
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.
Associate
As an Associate on Greg Hall's team at RBC Dominion Securities, Rachel is committed to providing exceptional client service and guiding clients toward financial success. With over 11 years of experience in the financial services industry, she brings a wealth of expertise and a passion for excellence to her role.
Having attended Seneca College for Business Administration, focusing on Financial Planning and Accounting, Rachel possesses a strong foundation in the intricacies of wealth management. Her background as a Financial Advisor, Mortgage and Lending Specialist, and Corporate Client Advisor at esteemed institutions has honed Rachel’s diverse skill set and comprehensive understanding of the financial landscape.
She takes the time to understand each client’s unique situation and aspirations. Whether it's planning for retirement, saving for education, or building wealth for the future, she is dedicated to helping facilitate and coordinate tailored solutions that align with clients' individual needs and preferences.
Rachel is an avid learner, currently enrolled in the Canadian Securities Course to stay abreast of industry trends and advancements. She believes in continuous education to serve clients better and address evolving market dynamics. Born and raised in Toronto, Rachel is deeply connected to the community she serves.
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