Greg is a seasoned investment professional with experience in trading, operations and client relationship management. Greg has been part of the Raymond James family since 2004 and knows our systems and procedures very well. Greg believes in continually upgrading his skillsets and education and has obtained his Certified Financial Planner (CFP®) designation.
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Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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