Home

Greg has been helping individuals and families achieve their long-term financial goals for over 15 years. As a Senior Portfolio Manager with the Chartered Investment Manager (CIM^®) designation, Greg specializes in creating tailored wealth management strategies that align with his clients’ unique needs and aspirations. His disciplined approach to investing and commitment to delivering a comprehensive financial planning experience ensures that his clients are well-positioned to succeed.

Greg’s process begins with establishing a detailed plan and setting clear, actionable goals. By closely monitoring progress and maintaining open communication, he ensures his clients have a clear understanding of where they stand and what is required to achieve their objectives. His investment philosophy focuses on building high-quality portfolios designed for long-term success while avoiding common pitfalls that can derail financial progress.

Outside of his professional life, Greg resides on the South Shore of Montreal with his wife and two young daughters. He is passionate about staying active, enjoys exercising, and is an avid NFL fan. Greg cherishes time spent with his family, whether it’s traveling, skiing, or cheering on his daughters at their sporting activities.