Greg Steers

CIM

Senior Wealth Advisor & Senior Portfolio Manager

Greg has been in the financial services industry since 1986. Over his career, he has held leading roles at some of Canada’s largest and most successful investment firms and founded Steers Investment Advisory Group at Wellington-Altus Private Wealth. Knowledgeable, astute, and confident, Greg has earned a strong reputation for portfolio management focused on creating sustainable, long-term financial futures for his affluent clients.

An enterprising and proven relationship manager with international scope and expertise, Greg ensures his interests are fully aligned with those of his clients. As a value investor, he has built a highly capable team skilled in portfolio construction, asset management, and implementation as part of a comprehensive wealth management solution.

Clients appreciate his candor and empathy, his practiced understanding of what matters most to them and their families, and his tireless commitment to delivering on those priorities.

Greg holds a Bachelor of Arts from Western University and the Chartered Investment Manager (CIM) designation. He is deeply involved in charitable giving within the communities where he lives and works. As a result of his upbringing, Greg is fluent in English, Portuguese, Spanish, and French.