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Greg and his team assist high net-worth families build and maintain wealth in order to create financial fulfillment through a long-term, conservative approach to wealth management. Our primary goal is to identify and understand our clients’ needs while providing tailored financial solutions and experienced opinions to help them make informed decisions. Our expectation is to be proactive in servicing and to always maintain the highest level of professionalism and integrity.
We are committed to constantly improving our client service and delivering on the promises we make and the expectations we create. We will operate in an honest dialogue with our clients and endeavor to instill a feeling of confidence.
We believe that each client's needs and goals are truly unique. Our goal is to offer you the relevant, custom wealth advice you deserve-and we can do that only by fully understanding you. Using our distinctive approach, we seek to view your life through your eyes. With a deep understanding of your priorities, we then build a strategy rooted in your goals.
Greg graduated from the University of Calgary (Haskayne School of Business) with a B.Comm. majoring in Finance.
Away from work, Greg enjoys golfing, playing hockey, and travelling with his wife Kim and their son and daughter, Grayson and Reese.
Crockett Trevelyan Wealth Management 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.
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
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.