Greg has over 22 years of experience providing investment, risk management and financial planning advice to a wide range of corporate and individual clients.
Greg earned his Honours BA in Business Administration from the Ivey School of Business at the University of Western Ontario in 1986, before joining the treasury area for Chrysler Canada. While at Chrysler, Greg had responsibility for the cash forecast for the entire company, and assisted in the subsequent investment of both the company’s surplus operating cash and pension fund assets.
Before joining Macquarie Private Wealth in March 2010, Greg spent 14 years at a major bank-owned investment firm and several years at another leading investment firm. He joined Macquarie Private Wealth in March of 2010 to provide his clients with tailored financial solutions and the global perspective backing of the Macquarie Group. He is licensed to sell options and also has his Branch Managers’ accreditation.