Gregory Mailo
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Senior Investment Advisor
FCSI®
CIM®
B.Comm.
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
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
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
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
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
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
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.
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