Meet The Team
Investment Advisor
Investment Advisor
Greg takes the necessary time with each client to discover what truly matters to them. Once determined, Greg will design a personalized long-term wealth plan to help solve issues. He also oversees the portfolio design and strategic adjustments to asset allocations.
Greg is an Investment Advisor who has more than 25 years serving high net worth families in the Central Vancouver Island area. Greg's financial career started at King and Bay Street in Toronto shortly after graduating with a Bachelor of Arts Degree from Sir Wilfrid Laurier University in 1986.
In his spare time Greg enjoys traveling, golfing, cycling and playing hockey. He lives in Parksville with his wife Jennifer and his two active sons Gavyn (18) and Jagre (17). Greg's family proudly supports Manna4life Cambodia, a charity founded and operated by Greg's brother Kevin and sister-in-law Leakhena.
Associate Investment Advisor
BBA
Candice specializes in providing a high level of client service and attention to detail. She is committed to delivering legendary client experiences with courtesy, discretion and professionalism. Her friendly, kind demeanor is evident inside and outside of the office.
As an Associate Investment Advisor, she provides dedicated support to the lead Investment Advisor (IA) by executing the team strategy for investment solutions, client engagement and business development. In her role, she focuses on new client acquisition through our discovery and planning process and provides recommended solutions based on the investment philosophy of our lead IA. She also leverages her wealth planning expertise to create goals based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process. In addition, she is a Life Insurance Advisor with TD Wealth Insurance Services.
Candice received her Bachelor of Business Administration degree with a specialization in Finance from Vancouver Island University in June of 2014. She has been in the financial advising industry since 2017 and prior to spent several years in customer service roles.
When not engaging with clients, Candice enjoys spending time with her husband and young daughter, playing tennis and walking local trails.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
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Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
