Greg grew up in the financial services industry with the roots of his family business extending back to 1957. Greg now works with grandchildren of original clients–a testament to his commitment to establish long-term relationships, thus helping clients establish their life’s goals and ultimately their life’s dreams. Greg focuses on helping his clients organize their complex financial needs. He is a graduate of the Ivey School of Business and is a Registered Financial Consultant and serves on the Canadian Board of that organization.

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