Greg holds dual roles within Raintree Wealth Management. As Chief Investment Officer, Greg sets investment strategy and is Chair of the Investment Committee. As Chief Compliance Officer, Greg’s primary responsibility is to ensure compliance with legal and regulatory requirements of the firm. Greg joined Raintree Financial Solutions within the Corporate Finance division where he led the team responsible for underwriting, asset allocation and research.
Before joining Raintree Greg was Manager, Industry Development with the Edmonton Economic Development Corporation (EEDC). Prior to that Greg worked for Telus Communications within the Business Solutions division where his duties focused on financial analysis and risk management.
Greg is a CFA charterholder and holds a bachelor degree from the University of British Columbia.