Mutual Funds Investment Specialist, Credential Asset Management Inc.
Whistler Village Branch, Whistler
“I enjoy building relationships with clients to help them achieve their financial goals. Whistler's close-knit community makes it natural to develop common bonds as we discuss the real estate market, local tourism, or even snow conditions. These relationships help me provide more personalized financial advice.”
Gregg has over five years’ experience in the financial services sector with BlueShore Financial which has equipped him well to deal with all aspects of individuals’ financial plans – from borrowing and banking needs to investment options and portfolio management.
Continuous learning is part of Gregg’s DNA and he’s constantly looking to acquire new knowledge. In keeping with this commitment to continuous learning philosophy, Gregg is currently working on his Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations – all with an eye to making him a better partner in developing and supporting his clients’ financial plans.
Having lived, worked and volunteered in the Whistler community for the last 15 years, Gregg understands the intricacies of the local market conditions and what’s important to the people.
“Helping clients identify their goals and working with them to achieve them is very rewarding. Whether it’s saving for a new home and guiding them through their purchase, or creating an investment strategy for retirement, it’s satisfying to see our clients succeed.”
Gregg will work diligently to understand and identify the unique goals of every client. Through customized solutions, careful planning, and proactive advice he can help achieve these goals.
Learn more about the value of working with a financial advisor.