RIA: Certified Greg is an award-winning Financial Advisor who has served clients across Canada from the small community of Woodstock, NB for the past 26 years. He is well-known for his support of social causes and the community, as well as his prudent and responsible approach to investing. His practice has grown over the years through word-of-mouth and referrals. He is a founding member of Green Economy New Brunswick. He holds the following designations: BBA,CFP,FMA,CPCA,RIAC,FCSI.
Services Offered in RI
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Financial planning
- Will & Estate planning
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Manitoba
- New Brunswick
- Nova Scotia
- Ontario
- Quebec
- Alberta
- British Columbia