Building, managing, and preserving wealth doesn’t have to feel like a complicated process. Greg and his team work with you to maximize and protect your wealth through his astute financial stewardship approach. We believe that the best way to serve you is to care for your financial affairs as though they are our own.
Prior to becoming a financial advisor, Greg interviewed hundreds of affluent families regarding their attitudes toward the financial advisors with whom they work. He also interviewed countless financial advisors about the way they interact with their clients. As a result, Greg discovered that the only way to grow a thriving business with delighted clients is to make sure that clients are always the first priority. As a result, our highest team values are:
- Integrity: It’s easier to do the right thing 100% of the time than 98% of the time.
- Communication: We endeavour to listen to you first, and clearly convey our progress, to make sure that you always know where you stand.
- Transparency: We believe in making all elements of your investments clear and concise, including the fees you pay.
We are constantly looking for ways to serve you better. Our wealth management process considers a number of important components, including detailed investment planning; asset protection approaches; tax minimization strategies; income generation methods; and more. These elements are assembled in a way that is easy-to-understand, straightforward and yet highly effective at helping you achieve your financial objectives.