Greg’s ongoing passion is to create safe and sustainable lifestyles through planning for his clients. He brings consistency and value to his client’s lives through cashflow, retirement, and estate planning. As a Certified Financial Planning professional (CFP®), wholistic planning is in keen focus in any client relationship.
Greg is a long-standing member of Advocis, the Financial Advisor’s Association of Canada, and also a member of the Halifax Estate Planning Council.
A husband and father of two, he is a long-time supporter of the arts. Greg’s involvement at his church is ever evolving and with soccer and hockey players in the house his life is full. The Halifax Wanderer’s Grounds are also a favourite haunt during the Canadian Premiere League soccer season.