As a CERTIFIED FINANCIAL PLANNER with Mandeville Private Client Inc., Greg operates a dynamic and comprehensive Wealth Management practice that consists of a team of specialists that provide advanced financial planning strategies, unique wealth protection and transfer solutions to Physicians, Business Owners and Executives.
Greg received his Honours degree in Commerce with a specialization in Finance from the Michael G. DeGroote School of business at McMaster University in Hamilton. He is a CERTIFIED FINANCIAL PLANNER holding the CFP designation and a member of the Financial Planning Standards Council of Canada. Greg holds his life insurance licence and has completed his CHARTERED INVESTMENT MANAGER holding the CIM designation.
After completing his degree in 2002, Greg joined a large national financial services firm as a Financial Consultant. With early success in his practice, he was promoted to Division Director and Senior Financial Consultant. At its peak, his Ancaster division represented 26 consultants and employees. In 2013, Greg sold his division to put his primary focus back into his true passion - his private client practice.
His approach to comprehensive planning has allowed him to be successful within a very competitive industry. He has created wealth by embracing the same investment framework that successful pension funds and the ultra wealthy employ. The strategy is achieved by offering access to the highest quality private and public investments.
“My client’s value the extra time taken to fully understand their personal circumstances and objectives. By fully understanding my client’s needs I am able to build customized plans that help them realize all their dreams and aspirations.”
