| Greg Symons - ScotiaMcLeod | |
| Greg provides financial planning services for high net worth individuals and families. Typically, clients will have over $250,000 in investable assets.
As your ScotiaMcLeod adviser, Greg's approach is to bring together a team of professionals who provide you with total financial solutions. Through an in-depth and comprehensive planning process, Greg's clients benefit from thorough financial advice.
Working together with the Scotiabank Group and partners in the community, Greg delivers and objective solution that encompasses the full spectrum of your personal and business needs. | |
| Proven Advisory Process
- Step 1: Understand your needs and goals.
- Step 2: Assess your financial situation.
- Step 3: Develop personalized recommendations.
- Step 4: Document and present solutions.
- Step 5: Implement your strategy.
- Step 6: Monitor and refine your strategy.
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| About the Member Greg Symons brings with him more than 25 years of experience in the investment services industry including many years as VP and Director of Fixed Income with a major US Investment Dealer. Greg has earned the designation FCSI (Fellow of the Canadian Securities Institute).
Greg is active in the Mississauga community. He is a founding Board member of Shwachman Diamond Syndrome Canada, a member of Community Living Mississauga and helped establish The Referral Professionals chapter of BNI, a community business networking group that won Chapter of the Year, Golden Horseshoe in 2004. Greg lives in Mississauga with his spouse Kathy and their two children, Michael and Gillian. | |
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