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Greg Ardagh is the President of Ardagh Financial Inc. He has been in the financial services industry since 1997, and has worked at a major investment management firm before building his own team of advisors and his own industry standard.

Greg instilled the business principle of absolute transparency in his firm. From his experience in both retail and wholesale sides of the Canadian financial services industry, Greg learned that the best way to create trust is to share knowledge. Therefore, he innovated his service by hosting educational forums so his clients can gain a crystal vision of their investments. To Greg, a clear fee structure, a thorough explanation of products and proactive communication with clients are what separate a great financial advisor from an average one.

Greg is a graduate of The University of Western Ontario, he holds the Certified Financial Planner (CFP) designation and is working towards his Chartered Financial Analyst (CFA). He offers both Canadian investment funds as well as insurance products and continually completes educational courses through the Canadian Securities Institute. He lives in Hampton with his wife and 4 children. In his leisure time, Greg enjoys a game or two of golf.

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I am a Pre -Arranger and At Need sales consultant for Heavenly Rest Cemetery.  I meet with various clients on a regular basis that have many questions pertaining to Estate settlement.  Roles and responsibilities of the   POA, Executors Etc.  I would like to learn more about the entire process so that I will be able to give them knowledge with regards to them planning or finalizing Estate matters.

With over three decades of experience in the financial services industry, I’ve been dedicated to helping Clients build financial security and confidence. I joined Sun Life in 2007 and hold a Bachelor of Arts degree from Dalhousie University, along with Certified Health Insurance Specialist (CHS™) and Chartered Life Underwriter (CLU®) designations.

A lifelong learner, I place great importance on ongoing education—regularly attending industry meetings and conferences to stay current on the evolving financial landscape. I remain committed to the highest standards of professionalism and Client service.

I own a financial planning and a tax/accounting company.  We are all about helping our clients create high net worth and then transferring that to the next generation.  We offer:

Personal Tax Preparation

Corporate Tax

Fee Based Financial Plans

Life Insurance specializing in the Infinite Banking Concept

Tax Planning

Agent for co-operators insurance - sell P&C products as well as life and seg funds. Also a member of CFIS and licensed to sell mutual funds.