FAQs about Our Team

  1. Q: How long have you been involved in the Financial Planning Industry?
    A: Greg has worked in the Industry since 1988.
  2. Q: What are your financial planning credentials?
    A:
    Greg has been qualified to sell mutual funds since 1988, and Securities since 1990. He has successfully completed industry courses for Registered Representatives (1990), Partners, Directors and Senior Officers (1992), Level 1 Life Insurance (2001), Branch Managers (2002), and Professional Financial Planning (2005). He has also completed two modules of the Certified Financial Planning Program.
  3. Q: How many clients do you work with?
    A: Greg and Lisa currently services 350 households.
  4. Q: Has any member of your team ever been cited for disciplinary reasons?
    A: No, never.
  5. Q: Will you provide a comprehensive written analysis of my financial situation and recommendations?
    A: Yes, provided that your financial situation is in need of changes. Once we sit down together, we can discuss your circumstances and decide what is in your best interests. Shortly thereafter we will provide you with an Investment Policy Statement, and our recommendations for you.