Meet Our Team
Greg has been servicing client’s financial planning needs since October of 1997. Prior to this, he held numerous sales and marketing positions in the chemical industry where he worked for twenty-nine years. In his last position as Business Manager, Western Markets, his responsibilities required him to do extensive financial analysis and develop strong computer skills.
In addition to his University education, numerous management courses, Mutual Funds and Insurance Licenses, Greg has successfully passed his Canadian Securities Course and has achieved the Professional Financial Planner (PFP) designation.
Greg utilizes software designed to develop a comprehensive financial plan as well as software for many other financial analysis. In addition, Greg will do custom financial analysis when available software is not appropriate and utilizes his computer knowledge to provide value added reports. For example, clients can expect a Net Invested Since Inception report and a report, which illustrates where current investments are held with respect to geography, sectors and investment styles.
Not all advice requires computer analysis; consequently, wisdom and experience are always used in conjunction with analysis or instead of analysis. Foremost, you can expect Greg to listen to your objectives and allow the client / advisor relationship to develop at a pace you are comfortable with.
Your Personal Financial Website
Disclaimer: The information contained herein is for AB, QC, ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.