Let me help you grow more than wealth


Value statement

Greg specializes in wealth management for high net worth individuals, business owners, and their families. Utilizing his strong technical background and thorough product knowledge he creates, manages, and monitors investment portfolios tailored to his client’s needs. He customizes wealth management plans based on the individual’s risk tolerance, investment goals, and time horizon.


It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  I am also committed to consistent and valuable communication, because it's essential to a partnership.  This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips—from your account activity to the latest market commentary.  I see it as one more way for us to stay connected.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet Greg

"It is what you learn after you know it all that counts."

- Legendary Basketball Coach John Wooden

Learn more about Greg and his practice.


Bulletin Board