Greg is a Chartered Professional Accountant, CA and CFP who recently retired as a tax specialist and partner at BDO for Southern Ontario. Over his 35-year career at BDO, he specialized in advising clients on minimizing and deferring income tax, strategically structuring trusts and estate plans, and providing proactive tax planning advice on business sales, purchases, reorganizations and successions.
Greg brings his extensive experience and expertise with tax planning to help guide our valued clients toward practical solutions to their investment tax issues. Greg was born and raised in Waterloo, attending high school at Bluevale Collegiate and attaining a Business degree from Wilfrid Laurier University.
Outside of the office, Greg is an avid squash and pickleball player as an active member of The Greystone Club. He is also an average golfer who is always trying to get better but rarely succeeds!
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.