Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.
"I remember when I was in grade four I bought my first Canada Savings Bond. It was $100, and the rate of interest was 11.25%. It came with a pamphlet about the wonders of compound interest. Since then, I've been hooked. The idea that you can use knowledge to make money and the idea that you can make money work for you and grow on its own fascinated me. Some kids are interested in music and some in sports. For me, I was interested in business and investing."
Since then, I have been fortunate to make a living out of helping the people I know with their financial situation and investing. I have a great interest in communicating to my clients and educating the public about investing, retirement, tax and estate planning.
I have been fortunate to see growth in my business based on the good ol' fashion principal of doing a good job for people and letting word-of-mouth and referrals do the rest. I believe very strongly in using that good fortune to give back to others and the community."
This is Greg's 27th year in the investment industry. He graduated from Acadia University with a Bachelor of Business Administration (Finance) degree. He has completed various industry courses from the Canadian Securities Institute and most importantly has received the Certified Financial Planner (CFP) TM designation. In addition to this, he has achieved his Financial Management Advisor (FMA) ®designation, a designation denoting a "mastery level of knowledge" and "expertise to handle complex wealth management issues and counsel high-net-worth clients". Furthermore, Greg attained the Certified Professional Consultant on Aging (CPCA) ® designation, "North America's premier senior advisor designation". Greg has also achieved the designation of Fellow of the Canadian Securities Institute (FCSI) ®, "the most senior designation in Canada's financial services sector", as well as Responsible Investment Advisor Certification (RIAC) a designation for advisors who have specialized training in responsible investing and the use of environmental, social, and governance (ESG) factors in investment decisions.
He not only has a commitment to educating himself but to educating others. Greg has been a financial columnist and has been a regular contributor for the New Brunswick Business Journal as well as the Bugle-Observer, having written well over 400 articles. He has been an instructor in NBCC's Investment Management program, Small Business program, and has also been a volunteer teacher for Junior Achievement. He has held public and private seminars for various businesses, associations and groups on topics ranging from "Understanding Your Pension Options" to "Estate Planning".
Greg is licensed to serve clients in the provinces of New Brunswick, Nova Scotia, British Columbia, Ontario, Quebec, Manitoba and Alberta. For the purposes of more comprehensive service, he also holds a license for life insurance through Manulife Wealth Insurance Services Inc.
He is not only a competent financial advisor but has also had experience as a company Compliance Officer overseeing twenty advisors and monitoring their investment recommendations. His business has grown primarily through word-of-mouth and referrals. He and his team are trusted by over 600 households to manage their portfolios.
Greg lives in Woodstock, NB with his wife Sarah and their family (Dylan, Aric and twelve-year old twins Maisy and Isaac).
"I have always been fascinated with the idea of investing. I remember being in middle school, when I first created my own stock portfolio using an app on my iPod. Analyzing the data behind each investment and seeing the way it could grow over time intrigued me. As the son of two teachers, I also value educating and helping others. My fascination with investing and passion for educating and helping people is ultimately what influenced me to become a financial advisor.”
In recent years, many of our clients have met the newest member of our team, Jacob Tompkins. Jacob is a well-qualified financial advisor that grew up in Woodstock. He majored in finance and accounting at Carleton University in Ottawa.
He has valuable experience working at a local accounting firm as well as teaching financial industry courses. He is very good at turning complex financial topics into easy-to-understand concepts. Above all, we value that he is honest, professional, and approachable.
As our business grows, having Jacob on our team allows us to maintain the high level of service and quality advice that clients have come to expect.
Call our office if you would like a free and confidential appointment.
"The thing that I like the most about working here is that we offer independent advice. Being independent means that we don't have to recommend our own investments. We shop the market to find the best solution for each client."
Beth brings with her over ten years of experience in the financial sector as a Financial Advisor. She also holds a Registered Retirement Consultant (RRC) designation. She attended St. Francis Xavier University for Economics, and was a self-employed business owner. Beth's business and financial knowledge make her a valuable asset to the team in her primary role of assisting Greg.
Beth resides in Wakefield, and is the mother of three grown boys. Beth is a Pittsburgh Penguins Fan.
Email: Beth.Ruff@manulifewealth.ca
"One of the advantages of dealing with our office is that clients are not account numbers. We take the time to get to know people and what is important to them. We treat them as we wish to be treated."
Melissa has a background in management, administration, banking, and working with seniors. Her polite, friendly, and professional manner earned her the Bugle-Observer's "Reader's Choice Award" for the past several years. Her success in previous management positions and her experience in the service industry makes her well suited for her current role with the team. Melissa is responsible for managing the office, which includes accounting duties, coordinating with clients, and ensuring efficient general office operations.
Melissa lives in Wakefield with her husband, Douglas, and son, Evan. All three are Montreal Canadiens fans.