Greg has a unique ability of helping his clients see their bigger future. He invests the time to help them visualize their ideal future, understand their current reality and then implement solutions that fit their family’s values.
Greg works extensively with his team of experts to help facilitate this process using The Lifetime Approach system that he developed. This approach helps his clients experience their desired future and create a multi-generational legacy of significance for their family and cherished causes.
Greg’s extensive business experience includes thirty years of helping affluent individuals, business owners, professionals, retirees and their families chart a path to achieving their lifetime goals.
In addition to attaining the Certified Financial Planner (CFP) designation that is recognized internationally as the top professional financial planning accreditation, Greg also holds the Elder Planning Counselor (EPC) designation which gives him a comprehensive understanding of seniors issues and support.
Over the years, Greg has been a member of various charitable and professional organizations including The Cosmopolitan International Club of Calgary, Advocis, and the Financial Planning Association (FPA). Greg continues to work with, and on behalf of, a number of charities through promotion of charitable events and activities.