Gregory L. Taylor, CFA
Greg Taylor is a Portfolio Manager focused on finding creative solutions to clients complex and unique financial needs. He strives to improve his clients' financial literacy and understanding through a collaborative planning process. Greg has over 10 years of experience with CIBC Wood Gundy, and in that time has consistently demonstrated his dedication to continuing education; holding the right to use the Chartered Financial Analyst® designation (CFA®), passing all three examinations on the first attempt.
Additionally, Greg has earned the Chartered Investment Manager (CIM®) designation, and the Fellow of the Canadian Securities Institute (FCSI®) designation, along with certificates in:
- Advanced Investment Advice
- Derivative Market Strategies
- Fixed Income Trading & Sales
- Equity Trading & Sales
- Technical Analysis
- Retirement Strategy
William Brown
William coordinates various administrative processes and client care while also assisting in the deployment of investments, and is a key contact person for all of our client needs. He has 4 years of experience in financial services and is currently working towards completing his Chartered Investment Manager designation.
Christopher Mahussier, FCSI, CFP®, MFA-P™
Financial Planning Specialist
As a Certified Financial Planner, Christopher partners with families and individuals who are committed to their financial success. He guides clients through a goals and values-based financial planning process, helping them make informed financial decisions that reflect what their wealth is for, inclusive of their financial independence, legacy, and social capital. Christopher is active within the Winnipeg community, supporting a number of charities and philanthropic causes.
Christopher Mahussier, FCSI, CFP®, MFA-P™
As a Certified Financial Planner, Christopher partners with families and individuals who are committed to their financial success. He guides clients through a goals and values-based financial planning process, helping them make informed financial decisions that reflect what their wealth is for, inclusive of their financial independence, legacy, and social capital. Christopher is active within the Winnipeg community, supporting a number of charities and philanthropic causes.