Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Investment Advisor - Vice President
Picto langues parlées

English, French

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.

Investment Advisor
Picto langues parlées

English, French

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.

Contact us

Get contact information for our team members and find out where our offices are.