About Greg Mussenden

Greg began his career as a financial planner in 1987 and has built his business through personal relationships based on trust, integrity, a high level of care and an unwavering commitment to service.

A Founding partner of Summit Financial Planners Inc., Greg completed the Canadian Securities Course in 1986 and became licensed to handle life insurance in 1987. He is a member of the Financial Planners Standards Council of Canada and a practitioning member of the Canadian Association of Financial Planners.

Greg has a strong personal commitment to ongoing education and believes this is essential in the evolving wealth management and financial planning business. He became a Registered Financial Planner (R.F.P.) in 1995, and received his Certified Financial Planner (CFP) designation in 1996 and his Chartered Financial Planner designation in 1997.

Greg takes a professional approach to financial planning and works along with his team in partnership with you to develop your personalized financial strategy. This involves assessing your present situation. Your goals and priorities form the basis for a comprhensive plan that is tailored to your personal situation. He believes in building a stable foundation, planning for long-term growth and avoiding the pitfalls inherent with short-term strategies. Your plan will be monitored and revised as it unfolds over the years. Greg's ultimate goal is to provide "peace of mind" throughout the entire process.

"I get tremendous satisfaction to work in partnership with our clients and see them reach their financial and life goals. How we acheive that is through integrity, objective sound advice and a clear understanding of each client's individual needs."

Investment management and the risk-reward trade-off is an integral part of the process. Greg's areas of expertise range from helping you develop a suitable investment portfolio, addressing your insurance requirements, to retirement, and estate and succession planning issues. This can involve co-ordinating other financial and legal specialists to ensure you receive the most appropriate advice.

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