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With over 27 years of experience, Greg believes his diverse background and experience are differentiating factors in providing added value to every client experience! His unique approach originated from his hard working ethic on the family farm in Saskatchewan. From that experience, he took with him key life lessons that effort, energy and passion are key ingredients to excellent client connections. With this foundation, Greg's broad toolkit includes co-launching a successful Private Client Business in Saskatchewan and public speaking on the emotional sides of investing as well as retirement planning strategies. Greg's unique perspective has proven a valuable asset in the ability to guide clients in keeping their Wealth Plan on track.
Greg spends his extra time with his wife Elaine and keeping up to a hockey schedule for his son Dawson and a wrestling calendar for his daughter Abby. Occasionally, you will find Greg on the golf course or hanging out with his dog, Wazzy. In addition, Greg loves the outdoors, great coffee and music while spending time with family and friends.
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Fax: (306) 975-7214
Branch Office: (306) 975-7262
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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