Toll Free: +1 (800) 561-5864
Fax: (250) 361-2270
Greg has been an Investment Advisor with CIBC Wood Gundy since 1999. He is native to the West Coast of Canada, and completed his academic studies at the University of British Columbia with Bachelor of Science and Master of Business Administration Degrees. Between UBC and CIBC Wood Gundy, Greg fulfilled various management and executive roles with several multi-national consumer products companies, while being primarily based in Toronto. Greg is strongly committed to providing families and businesses with integrated wealth management and advisory services. He has a passion for ensuring the ongoing delivery of investment advice and planning requirements, so that his clients are able to achieve their goals.
With three very participative young sons in all manner of athletic, artistic, and academic pursuits, Greg and his wife enjoy being actively involved in their community.
Unique Value Proposition
Greg specializes in providing select families and businesses with wealth management strategies and solutions in order to help them achieve their vision of the future. This is facilitated through securing an in-depth understanding of each client situation in order to develop customized integrated wealth management plans.
Greg’s investment approach is to develop customized institutional-style investment portfolios that will generate consistent long-term risk adjusted returns. Capital preservation with the careful management of downside risk is an ongoing consideration. Greg’s investment management philosophy aligns pension fund management practices, diversification, asset allocation, risk tolerance identification, and regular reviews.
Client Service Philosophy
An integrated wealth management approach is multi-faceted. For many, Greg acts as the primary point of contact to coordinate with appropriate professionals, assisting in the management of various functional disciplines such as: tax planning, insurance and estate planning, philanthropic planning, and personal and commercial banking. By working closely with the team of professionals, Greg ensures every aspect of your wealth management picture is taken into consideration.
Greg’s client service philosophy is driven by a client first mentality. His specific focus on individual needs provides his clients with security and peace of mind, knowing they have strong wealth management support firmly established.