Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
Investment Advisor
Committed to understanding your needs and helping you achieve your vision of success
222 - 2nd Avenue West Suite 103 Qualicum Beach, BC V9K 0A4Map
Greg takes the necessary time with each client to discover what truly matters to them. Once determined, Greg will design a personalized long-term investment plan to solve issues and in addition oversee the portfolio design and strategic adjustments to asset allocations.
Greg is an Investment Advisor who has spent 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, playing hockey and coaching minor 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.
Toll Free: (877) 792-5228
Branch Office: (250) 738-2024
Branch Fax: (250) 738-2030
English
Wilfred Laurier University
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.