Greer appreciates serving the community as part of a strong Wealth Advisory team. She earned her B.Comm. in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simon Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 25 years, the last 23 with BMO Nesbitt Burns. Greer is a proud longtime member of the RIA, a critical force in the RI movement. She is passionate about helping people navigate the global financial system to create sustainable solutions that reflect her clients’ unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer served as a board director of the CPF BC Yukon Branch for 5 years, reflecting her passion for and commitment to her cultural heritage and family (husband Brian and two boys Aedan & Zachary). The family is also active in the local and provincial lacrosse communities. During her free time, Greer may be found practicing yoga, hiking, biking, cooking, travelling, or helping others cultivate healthy relationships to resources, financial and otherwise.

Services Offered in RI
  • Succession planning
  • Charitable giving
  • Small business planning
  • Other
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
Minimum Account Size

$500,000+

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Provinces Licensed In
  • Alberta
  • British Columbia
  • Ontario