Greg is an Investment Advisor, with more than 20 years experience and significant qualifications. He is a Certified Financial Planner (CFP), 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
(705) 324-2941 ext. 1
The Retirement Specialists
16 Cambridge Street North
Lindsay, ON K9V4C3