A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
With over two decades of experience, Greg’s ongoing passion is to create safe and sustainable lifestyles for clients through cash flow planning. He brings consistency and value to his client’s lives through cash flow planning and by extension financial & retirement planning.
Greg is a member of the Halifax Estate Planning Council and past president of the Nova Scotian chapter of Advocis, The Financial Advisor’s Association of Canada.
A husband and father of two, he is a long-time supporter of the arts and sings regularly with the Symphony Nova Scotia chorus.
With two soccer players in the house, Storm Soccer Club is a favourite hangout on weekends. The winning red and white of the Detroit Red Wings is easily noticed at his office.
Our firm decided to do cash flow planning because it is the root of the cause and solution for our clients.
Often the biggest issue Canadians face with their cash flow is establishing a sustainable system to actually achieve what they want.
A Behavioural Cash Flow Plan establishes that system - so that you can live a safe and sustainable lifestyle that you can fully enjoy.