Greg’s primary role to provide simplicity and convenience to his clients lives. This is accomplished through his clear goal setting and planning process.
Greg’s experience has shown him that the biggest driver of client success is behavior. He instills an element of discipline with clients which encourages saving, reducing tax and making emotionally led decisions. His favorite part of his job is working with clients entering retirement and assisting them with their “Spending Plan.”
A financial services veteran of 28 years, Greg is a graduate of Université de Moncton. Committed to ongoing learning, Greg also holds the Chartered Investment Manager and Fellow of the Canadian Securities Institute designation.
Greg was the winner of the regional National Bank Financial Wealth Management Portfolio Manager of the Year award in 2018.