Let's face it, bad things always happen at the worst possible time. Having worked in the financial services industry for over 26 years, we have witnessed first hand, the detrimental effects of not being proactive due to ignorance, complacency or fear. Our services help you in advance, and during this most difficult of times.
I am a Financial Advisor and Elder Planning Counselor who specializes in creating reliable income plans which offer diversified asset management and effective wealth transfer for seniors. I have been working with my clients since 1992 to provide investment advice that helps them realize their goals and create lasting legacies.
He has been intrigued with society’s common problem of not properly planning ahead. Having seen firsthand the pitfalls of poor planning, Greg is committed to educating and inspiring people to properly plan and create the legacy they want to be remembered for.
He was instrumental in establishing the Estate Planning Council of Simcoe County (past President) and has worked regularly with the funeral, legal and accounting industries to assist people with ‘end of life planning’.
Greg’s presentation ‘Funerals, Finances & Family’ has been very well received by various groups, as it provides straightforward information to help people prepare financially & emotionally for an inevitable exit – over which they now have more control.