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.