Senior Investment Advisor
FCSI®
CIM®
B.Comm.
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
English
Bachelor of Commerce, University of Alberta
Bachelor of Arts, University of Alberta