Greg graduated with honours from the Sauder School of Business Commerce program at the University of British Columbia (UBC). Including close to two decades of experience in wealth management, he holds both the Chartered Investment Manager (CIM) designation, allowing him to provide discretionary money management services to affluent families and institutional clients, and the Financial Management Advisor (FMA) designation. Greg is also a licensed insurance advisor, distinguishing his level of knowledge of wealth management strategies well beyond the scope of basic financial planning.
Greg is also a Fellow of the CSI (FCSI), considered the highest honour in Canadian financial services, and a recipient of the Globe and Mail’s Report on Business, Canada’s Top Wealth Advisor 2022: Best in Province award.
He is responsible for the construction, monitoring and maintenance of clients’ portfolios. This also includes the analysis, due diligence, selection and monitoring of securities and third party managers, including equities and fixed income, private equity, investment funds and alternative strategy funds.
Extending beyond just investments, Greg understands the importance of holistic wealth management which encompasses planning for today and whatever the future may have in store. Greg works closely with client’s professional advisors and our in-house Tax & Estate Planning professionals to develop customized plans to address any estate, tax, philanthropy, insurance, business succession and intergeneration wealth planning clients may require. He is also a Certified Divorce Financial Analyst (CDFA), helping clients navigate the divorce process to confidently move forward with their lives.
He resides in North Vancouver with his wife, Rebecca, their daughters, Fiona and Sonya, and their black lab Aengus. He enjoys playing hockey, mountain biking, and golfing throughout the year; and also holds a Black Belt in Shaolin Kung Fu. Greg and his team are also dedicated to giving back, every year donating to various charities and to the local food banks in each city of their clients across Canada.