Skip to main content

Gregory Mailo

Investment AdvisorCertified Retirement SpecialistVice President

  • CDFA
  • PFP®

"Working together to help you achieve what truly matters to you"

At Mailo Wealth Management Group we are committed to providing comprehensive wealth management advice and solutions to individuals, business owners and their families.  We are proud to provide a customized approach to each of our clients and we help structure their portfolios in a way designed to preserve and grow their wealth. By engaging a team of specialized professionals within TD, together we can provide you with financial and investment advice in the following areas:

  • Investment Strategies
  • Tax Management
  • Retirement Planning
  • Cash/Risk Management
  • Estate Planning
  • Business Succession Planning  

The cornerstone of our business is one on one relationships with each client, based on trust, communication and a detailed understanding of their needs.  We will take as much time as needed to review your financial objectives and establish a strong working and personal relationship and have every confidence this relationship may benefit you greatly.  
Greg has obtained both a Bachelor of Arts and Bachelor of Commerce degree from the University of Alberta and holds the Personal Financial Planning (PFP) and the Certified Divorce Financial Analyst (CDFA) designations. He is also a Certified Retirement Specialist. He is also a participant in the Northern Alberta Institute of Technology (NAIT) finance mentorship program with the JR Shaw School of Business. Outside of the office Greg is an avid supporter of several charitable organizations in his community and a volunteer for many organizations as well.   Please contact Greg today to see if you, your family, and/or your business can benefit from our approach to wealth management at the Mailo Wealth Management Group.

Mailo Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

 


 

 

ADDITIONAL CONTACT

Toll Free: (866) 222-8708
Fax: (780) 448-8962
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?