*Group Benefits Specialist for Health and Dental Benefits and Group RRSP’s.
Services Include: Plan Design, Implementation, Negotiations at Renewal, Ongoing Care and Support.
*RIS designation for Investments:
SRI segregated mutual funds for RRSP’s, TFSA’s, RESP’s and non-registered plans.
*GIC’s available.
*Individual and Family Financial Services available via Hub Financial, include Life, Disability, Critical Illness and Travel Insurance.
Services offered: Other
Greer Cummings
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.
Alicja Brown
Alicja Brown is an Investment Advisor with CIBC Wood Gundy. For over ten years, she has been helping clients achieve their financial goals through comprehensive tax, estate, business succession and retirement planning.
Clients can expect a high level of service from Alicja and her team. Customized financial plans define each client’s own goals. An action plan details specific steps and a timeline of achievement. We build a team of professionals around our valued clients consisting of accountants, estate lawyers and others to ensure the alignment and prioritization of financial goals.
She is a member of FP Canada, the Alberta and Ontario Insurance Councils and holds a Bachelor of Science degree from the University of Alberta. She is on the Board of the Responsible Investment Association of Canada.
Alicja is passionate about responsible investment and looks forward to a day when the integration of environmental, social, and corporate governance factors are a step in every investment selection process.
Genevieve Blanchard
WEALTH PLANNING IS ABOUT MUCH MORE THAN MONEY.
True wealth is defined as the ability to live life on your terms and to reach the goals that you set for yourself, your family and your business to create a legacy that reflects your values.
The Blanchard Group helps you and your family redefine your relationship to money through financial independence planning and a sustainable investment strategy that integrates environmental, social and governance factors – so you can focus on living your abundant life.
We believe the best way to generate superior risk-adjusted returns is to fully incorporate long-term environmental, social and economic trends within investment decision-making.
Please contact us or visit our website to learn how we can help you create a life in alignment with your deepest values.