- Financial Security Advisor
Offering Life, Health, Group Insurance and Investments
- Investment Fund Advisor
Greg joined Desjardins Financial Security Independent Network in 2014. Prior to joining he spent ten years with Citigroup where he held positions as a Supervisor, Unit Manager, and Training and Design specialist, supporting the North American collections and customer service organizations. His experience with Citi helped strengthen his ability to work under pressure, show attention to detail, build strong and lasting relationships, and how to provide superior customer service. Skills that are essential in order to be successful as a Financial Advisor.
Greg is supported by an exceptional management, and administrative team, as well as industry experts, who help to enhance his ability to provide top notch service to his expanding client base.
Greg is passionate about listening to problems before prescribing solutions. He focuses on repositioning his client?s balance sheets in order to speed up the wealth creation process, while at the same time, taking care of major risks that could impact their Standards of living. He primarily works with professionals, families and small business owners. He is also constantly looking for ways to use technology more robustly to deliver superior client research and customized communication to ensure maximum satisfaction as family and business needs evolve.
Greg is happily married to Lori, and has two beautiful children, Naithan and Brienna. He enjoys spending his time away from the office doing work around the house, coaching and playing golf and hockey, and taking the kids to their various sporting activities. He is also proud that his children are carrying on the tradition of speaking both English and French by attending the French first language school, Marie Curie, where he is a volunteer on the parent council.
Greg helps with the development of financial strategies using your specific goals and budget to ensure you are able to maintain your standard of living regardless of what obstacles may come in the way.
* Mutual funds are distributed through Desjardins Financial Security Investments Inc.