Senior Investment Advisor
Greg has been in the wealth management business advising clients since 1996. He joined a major investment dealer after studying marketing at BCIT and earning a Business Administration diploma from the College of the Rockies. Having completed numerous industry programs, Greg’s vast knowledge and experience brings distinguished value to the extensive services he is able to provide to his clients as Senior Investment Advisor at Wellington-Altus Private Wealth.
Greg takes great pride in taking time to advise, educate and get to know his personal and corporate clients. He specializes in wealth management strategies for individuals and their families. He offers consistency and competency to all issues pertaining to business succession and estate planning.
As a long-time resident of Cranbrook, Greg has been involved in the community through raising funds for local charities and is a strong financial supporter for the East Kootenay Foundation for Health. He served on the Board for St. Mary’s School and was President of Cranbrook Minor ball (softball) while coaching both his daughters at the local and provincial levels. Outside the office, Greg’s priority is spending time with family and his passions are golf, hockey, skiing and wake surfing.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.