Greg is an Investment Advisor, with more than 15 years experience and significant qualifications. He is a Certified Financial Professional, a Chartered Investment Manager (CIM®), and a Fellow of the Canadian Securities Institute (FCSI®). The latter designation is widely viewed as the gold standard for investment advisors. He launched the Lindsay branch office for Investment Planning Counsel in 2006.
His approach is to help clients understand their financial position relative to their financial objectives. He establishes a disciplined process to help people reach goals. His efforts are focussed on helping clients preserve assets, increase income, and reduce income taxes. He explains investment options in a manner that is easy to understand. Further, he adapts an investment plan to suit each client's personal comfort level. He is often described as being friendly, outgoing, and having a great sense of humour. Greg is accessible and is willing to make house calls when that is necessary.