we are one hundred percent present with our clients...
we are independent and have no preset agenda...
we are open, authentic and transparent.
Greg is an exceptionally knowledgeable strategic planner and researcher who can slice off the jargon and explain anything. Clients appreciate Greg's exceptional combination of thorough knowledge and easy presence. Greg holds the CFP designation for financial planning. To learn more about why working with a CFP professional matters to you, click here.
Chris began his career in the investment industry in 1998. He brings with him a deep knowledge, backed by years of experience working in business development with a large pension fund manager. Chris is passionate about helping clients demystify the investment planning process and has a unique ability to explain investment jargon in plain English. Chris has completed the CFA program for portfolio management. To learn more about why working with a CFA charterholder matters to you, click here.
Laura is our principal licensed assistant responsible for the complex administration required in the wealth management business. Laura is focused primarily on the securities side of business. She brings outstanding attention to detail, and an extraordinary "can do" attitude to the team and our clientele each and every day.
Colleen brings in an excess of 20 years' experience in this industry and is responsible for the crucial day-to-day details of running a mature practice. She is the core of our administrative structure and you will find her easy going style a pleasure to work with.