Greg is passionate about helping families build safe, sustainable lifestyles through thoughtful financial planning. He brings consistency and clarity to his clients’ lives with expertise in cashflow management, retirement strategies, and estate planning. As a Certified Financial Planner (CFP®), Greg focuses on holistic, client-centered advice tailored to each individual’s goals.
He is a long-standing member of Advocis, the Financial Advisors Association of Canada, and the Halifax Estate Planning Council.
Outside of his professional life, Greg is a dedicated husband and father of two. A strong supporter of the arts, he sings with the Symphony Nova Scotia chorus and remains actively involved in his church community. He also enjoys cycling with his daughter, playing hockey with his son, and cheering on the Halifax Wanderers during the Canadian Premier League season.