Meet our team

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.

Gilbert brings a high level of skill as it relates to taxation and planning. His goal is to help clients maximize opportunities while minimizing risks. Gilbert is not your stereotypical numbers guy, he is a great communicator and easy to understand.

As a Chartered Professional Accountant, Gilbert has extensive experience in personal and corporate taxation. Before joining Greg, he worked for a national recognized accounting firm. Gilbert also holds the title of Chartered Accountant and Commerce degree from of Université de Moncton.

Gilbert was the winner of the regional National Bank Financial Wealth Management Rookie of the Year award in 2017.