Greg is an Investment Advisor, with more than 15 years experience and significant qualifications. He is a Certified Financial Professional, a Chartered Investment Manager (CIM®), and a Fellow of the Canadian Securities Institute (FCSI®). The latter designation is widely viewed as the gold standard for investment advisors. He launched the Lindsay branch office for Investment Planning Counsel in 2006. His approach is to help clients understand their financial position relative to their financial objectives. He establishes a disciplined process to help people reach goals. His efforts are focussed on helping clients preserve assets, increase income, and reduce income taxes. He explains investment options in a manner that is easy to understand. Further, he adapts an investment plan to suit each client's personal comfort level. He is often described as being friendly, outgoing, and having a great sense of humour. Greg is accessible and is willing to make house calls when that is necessary. As an Investment Advisor at IPC Securities Corporation, Greg is supported by one of Canada's largest financial services corporations, Power Financial, whose interests include prominent brands such as Investors Group, and Mackenzie Investments. He has been sourced for local seminars, nationally broadcast radio programs, and publications, including Maclean's Magazine, Canadian MoneySaver Magazine and Kawartha Lakes This Week. Currently Greg is Secretary for the Kawartha Lakes Estate Planning Counsel and is a Board Member for the Lindsay and District Chamber of Commerce. Greg possesses the knowledge, experience, and skill set to help you realize your financial goals.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.