|e: email@example.com||t: 416.865.6103|
|m: 647.530.6028||f: 416.864.6438|
Greg is a high achieving financial services professional with a stellar record of driving success for wealth management and financial planning operations in both corporate and entrepreneurial environments. Upon returning to Canada after several years of working abroad, Greg has consistently demonstrated a strong combination of financial knowledge, creative leadership, and communication skills.
In the role of Managing Director (Sales and Marketing), Greg is responsible for leading our high-caliber, multi-disciplinary teams of experts. His most recent success was serving as Senior Manager, Wealth Management for HSBC Bermuda where he led a turnaround and growth strategy for their rebranded global wealth management service, simultaneously doubling the client base where he also increased profitability and enhanced employee engagement. Prior to that, his career in financial services has also included roles as VP of retail investment for an offshore boutique and as an independent advisor and planner.
Education includes undergraduate and Education degrees from the University of Western Ontario and completion of the Executive Programs at Duke University and The Wharton School, University of Pennsylvania.