Greg grew up in this industry with both his parents being advisors. For over 30 years, his passion has been working with business owners, professionals, and organizations to help them reach their goals. Clients engage Greg when they are seeking tax effective wealth management and insurance solutions.

Greg and Rochelle live in Oakville, aside from competitive sailing he loves to fix old things – stuff like pick-up trucks and tractors up on his family farm, as well as tending to his orchard.

Leah has almost 2 decades of experience in the insurance industry delivering technical, timely service and managing strong client relationships. Known for her dedication and friendly demeanor, she consistently provides high-quality support and is a trusted resource for clients.

When away from the office, Leah enjoys spending time at the cottage with her family and her two dogs, Islay and Bentley.