Gregory Mailo, Investment Advisor,Edmonton, AB

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Phone

Office

Office Location

10088 - 102nd Ave., Suite 2400 Edmonton, AB T5J 2Z1. map

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 Chartered Investment Manager (CIM®) and the Certified Divorce Financial Analyst (CDFA) designations. He also has his Certified Retirement Specialist certification and was a participant in the Northern Alberta Institute of Technology (NAIT) finance mentorship program with the JR Shaw School of Business. Mailo Wealth Management Group was also a very proud sponsor of the University of Alberta's Faculty of Business Rocky Mountain Business Seminar.
Greg was born and raised in Edmonton and is extremely proud to call 'The River City' his home. Together with his wonderful wife Holly, they are devoted parents to their two children Hunter and Harleigh, their 3 pound toy poodle dog Kendy, and their 5 pound ragdoll cat Queenie. If Greg is not in his office or attending charity events, you will most likely find him on the tennis court trying the further his game. 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.

https://tools.td.com/Retirement-Savings-Calculator/retirement_goal.html

Phone

Toll Free

(866) 222-8708

Fax

(780) 448-8962

Branch Phone

(780) 448-8280

Branch Fax

(780) 448-8962

Certificates

FCSI®

CIM®

B.Comm.

Languages

English

Education

Bachelor of Commerce, University of Alberta

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

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.

https://tools.td.com/Retirement-Savings-Calculator/retirement_goal.html

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.