Greg works directly with private clients to develop, implement and maintain comprehensive financial plans and investment portfolios. Prior to joining Cardinal in 2013, Greg spent 8 years as a financial planner at a major Canadian financial institution. He holds a Bachelor’s degree in Economics, and has attained the Certified Financial Planner (CFP®) and Chartered Investment Manager designations (CIM®). Greg is licensed as both an Advising Representative (AR) in Canada and an Investment Adviser Representative (IAR) in the United States.