Greg Stevenson

Senior Wealth Advisor & Portfolio Manager


  • 32 years of experience in wealth management and finance.
  • Bachelor of Economics from the University of Saskatchewan; holds the Canadian Investment Manager (CIM), Accredited Investment Fiduciary Professional (AIFP), and Certified Financial Planner (CFP) designations.
  • Away from the office, Greg keeps busy being a dad, competing in triathlons, and working in the Downtown Rotary Club. Greg and his wife Flora have a nine-year-old daughter and seven-year-old son.