Meet our team

Drawing on over three decades in the financial services and wealth management industry, Greg specializes in advising clients and their families through the complexities of investment management, financial planning, and protection strategies.  As a Certified Financial Planner (CFP®), he uses in-depth analysis and forward-thinking strategies to ensure clients’ financial stability and confidence in their future. His approach emphasizes building strong and trusting relationships to enable a smooth wealth management process.
Greg is a graduate of Dalhousie University, with degrees in biology and finance. Greg holds a diploma in accounting from St Mary’s University and holds a Certified Financial Planner (CFP®) designation from the Financial Planning Standards Council. 
He actively contributes to various charitable organizations, coached both youth and adult soccer, and served as a board member of a health profession. In his spare time Greg enjoys golfing, tennis, and travelling the world. Greg and his wife Amy live in Bedford and are the proud parents of two engineers.

Christine oversees the careful management of each client portfolio, taking the time to understand individual goals and risk preferences. Her personalized approach allows clients to focus on what matters most, knowing their investments are aligned with their long-term objectives.

Christine brings almost three decades of experience to her advisory practice. Before moving to Canada, she worked in institutional sales for an investment bank and at a corporate law firm. She holds the Certified Investment Manager designation, and she is Insurance and Options Licensed.
 
Outside of work, Christine enjoys traveling and participating in a variety of sports.  She loves cheering for any of the Pittsburgh sports teams and she and her husband are active volunteers in various arts and community organizations in Halifax. Christine is also a proud mother of two young adults.

Emily works with a team of experienced wealth management professionals committed to delivering tailored, high-quality advice and service to clients. Before joining National Bank Financial, she specialized in competitive intelligence for one of Canada’s largest private companies, gaining a deep understanding of market strategy and company analysis. Emily graduated from Acadia University with a Bachelor of Business Administration. In her time there she co-founded the Acadia Women in Business Society, an initiative promoting mentorship, networking and professional development opportunities for students.
Emily’s passion for business was inspired by her entrepreneurial mother, who is heavily involved in Halifax’s home décor scene. Outside of work, Emily enjoys running along the scenic waterfront in her hometown of Bedford, discovering new restaurants with friends, and immersing herself in motivational non-fiction books.

Katrina plays a key role in supporting clients through the administration of their accounts and ensuring a seamless experience. She works closely with Greg, Christine & Emily to deliver personalized service and is known for her meticulous attention to detail and consistent follow-through.
With over a decade of experience in the financial services industry, Katrina brings deep knowledge and a steady hand to her role. She holds a diploma in Investment Management from New Brunswick Community College and is recognized for her strong interpersonal skills and responsiveness to client needs.
Originally from Saint John, NB, Katrina now calls Halifax home. Outside the office, she enjoys hiking, camping, and paddle boarding. She’s also an avid traveler who loves exploring new places and cultures. Katrina frequently visits friends and family in New Brunswick and enjoys spending time at her family’s off-the-grid property.