A natural-born problem solver with a knack for numbers, Greg was initially on a path to become a civil engineer. However, after obtaining his engineering degree from Queens University and spending a few years in that industry, he felt something was missing. He wanted the opportunity to connect directly with individuals, and the freedom to tailor solutions to their unique needs.
Greg decided to pursue a new but familiar direction in wealth management, eager to make a difference in people’s lives by helping secure their financial future. Investing has always been more than a personal passion for him, having absorbed loving lectures at the family dinner table and inherited various teachings from Rand Morsky, his father and the original founder of our practice.
Several years later, Greg is now a seasoned investment professional and holder of our industry’s most stringent designation – the Chartered Financial Analyst (CFA). He takes great pride in not only bringing you closer to your wealth goals, but ensuring you live life with a sense of financial simplicity and confidence.
Greg is a firm believer in growing wealth through objective, research-backed investing, as well as structural efficiency. He designs your portfolio to minimize your overall tax bill, and uncovers opportunities to save money beyond investing with the help of his RBC partners. Most mornings, Greg can be found reading research and business news that inform his investment decisions – a task he looks forward to every day. His favourite part of the job, however, will always be the time spent getting to know you and your family.
Outside of the office, Greg loves to explore from the ground and up above, as a licensed pilot. He keeps busy as Treasurer and Board Member of the Calgary Flying Club.