We make sure to ask the right questions to ascertain where your unique needs lie and then we formalize it with an Investment Policy Statement that provides a concise outline of your longer term personal goals.
Once the investment process is in place, we make sure that your are kept up to date on your investments and the pertinent issues of the day via our quarterly reviews and the quarterly Thompson Letter.
Greg has been in the financial services industry for over twenty-five years and has spent the last 17 years as an Investment Advisor helping clients to reach their financial goals. Recently he has earned the title of Portfolio Manager and is now able to manage portfolios on a discretionary basis under RBC Dominion Securities Private Investment Management program.
Greg's team is comprised of Associate Valerie Hazelton and Associate Chad Chubaty. As well, we draw on the services of Don Bell, our Will & Estate Specialist and James Kopp, our Estate Planning & Insurance Specialist.