Greg Symons
Senior Wealth Advisor, Portfolio Manager at Scotiamcleod @Scotia Mcleod
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WORK HISTORY
Senior Wealth Advisor, Portfolio Manager at Scotiamcleod @Scotia Mcleod
EDUCATION
RRC Polytech
Business Administration
SKILLS
ABOUT GREG SYMONS
Greg Symons has 34 years experiance in Wealth Management including 18 years of Institutional expertise in Fixed Income Trading and Sales with Merrill Lynch Canada and Bank of Nova ScotiaTo take care of your financial well being, We will;Learn what your current needs and goals are Help you understand your existing situation and holdings Analyze your circumstances and compare them to your goals Understand your comfort level around risk Make recommendations based on your needs and goals Prepare your personalized financial strategy Monitor your plan regularly to ensure it stays on strategy Help you plan for your children’s education Help you plan for your retirement Prepare a personalized Investment Policy Statement based on your needs and goals Provide banking and borrowing solutions based on your needs and goals Provide income and asset protection strategies for you and your family based on needs and goals Provide will and estate planning strategies based on your needs and goalsSpecialties: Investment Management, Financial Planning, Tax Minimization, Estate Planning
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