Meet Our Team
Greg Dowdall has been in the financial services industry since 1998, working in both the retail and manufacturing sides of the business. Prior to becoming a Certified Financial Planner Greg was the Regional Vice President of Business Development at Counsel Wealth Management a nationally based mutual fund company. He has helped to educate investors as a guest speaker on various Financial Planning radio programs across Canada. He helps clients make a transition from a fragmented financial plan to a more process focused financial plan, a transition that truly benefits clients. His disciplined approach with clients helps them gain a deeper understanding of their financial position and their position on the path to achieving their goals.
Greg has completed the LLQP course and is a Certified Financial Planner. In addition to successfully completing the Elder Planning Counselor course, he is also a CARP Certified advisor. Greg is currently working on obtaining his Chartered Life Underwriter designation.
Personal Financial Website
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.