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Greg takes the necessary time with each client to discover what truly matters to them. Once determined, Greg will design a personalized long-term financial plan to solve issues and in addition oversee the portfolio design and strategic adjustments to asset allocations.
Greg is a Certified Retirement Specialist and Investment Advisor and has spent the last 20 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 (15) and Jagre (13). 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
Wilfred Laurier University
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
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.
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