Who we are
Greg is a highly respected advisor in financial matters affecting families, business owners, and professionals. With over 30 years of experience, he has built a reputation as a trusted advisor, who guides his clients toward financial success.
After earning a Bachelor of Business Administration (Major in Accounting) from St. Francis Xavier University, Greg gained valuable experience working with two major Canadian financial institutions. In 2002, he earned the Certified Financial Planner® designation and established his wealth advisory business in 2004, serving clients in Nova Scotia and Ontario.
Beyond his work, Greg enjoys spending time with his family, pursuing musical endeavours, and actively contributing to numerous community organizations.
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