Meet our team

Greg’s primary role to provide simplicity and convenience to his clients lives. This is accomplished through his clear goal setting and planning process.

Greg’s experience has shown him that the biggest driver of client success is behavior. He instills an element of discipline with clients which encourages saving, reducing tax and making emotionally led decisions. His favorite part of his job is working with clients entering retirement and assisting them with their “Spending Plan.”

A financial services veteran of 28 years, Greg is a graduate of Université de Moncton. Committed to ongoing learning, Greg also holds the Chartered Investment Manager and Fellow of the Canadian Securities Institute designation.

Gilbert brings a high level of skill as it relates to taxation and planning. His goal is to help clients maximize opportunities while minimizing risks. Gilbert is not your stereotypical numbers guy, he is a great communicator and easy to understand.

As a Chartered Professional Accountant, Gilbert has extensive experience in personal and corporate taxation. Before joining Greg, he worked for a national recognized accounting firm. Gilbert also holds the title of Chartered Accountant and Commerce degree from of Université de Moncton.

Jenny enjoys working with clients while assisting them in reaching their financial goals. Her primary focus is to work with families while navigating them through the various financial phases of their lifetime.

As a Certified Financial Planner (C.F.P.), Jenny has the skills and knowledge to take the mystery out of financial planning. An attentive listener: Jenny has a special ability in understanding each client’s unique circumstance while providing “easy to understand” advice. Jenny is one of only 4% of Canadian wealth advisors that are fluently bilingual.

Jenny is originally from Saint Basile, now she resides in Dieppe with her husband and their two boys.  She enjoys practicing Yoga and attending Boot camp classes.