Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
CIM
Senior Wealth Advisor & Senior Portfolio Manager
Greg has been in the financial services industry since 1986. Over his career, he has held leading roles at some of Canada’s largest and most successful investment firms and founded Steers Investment Advisory Group at Wellington-Altus Private Wealth. Knowledgeable, astute, and confident, Greg has earned a strong reputation for portfolio management focused on creating sustainable, long-term financial futures for his affluent clients.
An enterprising and proven relationship manager with international scope and expertise, Greg ensures his interests are fully aligned with those of his clients. As a value investor, he has built a highly capable team skilled in portfolio construction, asset management, and implementation as part of a comprehensive wealth management solution.
Clients appreciate his candor and empathy, his practiced understanding of what matters most to them and their families, and his tireless commitment to delivering on those priorities.
Greg holds a Bachelor of Arts from Western University and the Chartered Investment Manager (CIM) designation. He is deeply involved in charitable giving within the communities where he lives and works. As a result of his upbringing, Greg is fluent in English, Portuguese, Spanish, and French.
CFA
Senior Associate Wealth Advisor & Associate Portfolio Manager
Colin joined the Steers Investment Advisory Group with a strong background in technology sales management. As a Senior Associate Wealth Advisor and Associate Portfolio Manager, he assists with securities analysis and investment idea generation, supporting the team’s objective of delivering superior risk-adjusted returns through active management.
Known for his ability to translate highly complex strategies into clear, relevant concepts, Colin is valued by clients for his patience and diligence. He takes pride in providing timely analysis and insights. While his primary focus is on trading equity, options, and fixed income, he collaborates with specialists across Wellington-Altus Private Wealth to help ensure clients’ overall financial situations remain aligned with their goals.
Colin has earned the Chartered Financial Analyst (CFA) Charter and has completed the Canadian Securities Course through the Canadian Securities Institute.
Associate Investment Advisor
Meredith has been in the financial services industry since 2006 and joined Greg in 2010, bringing an extensive background in banking, investments, and wealth management. As an Associate Investment Advisor, her primary responsibilities include day-to-day business operations with a focus on client communications, account administration, and equities trading.
Known for her proactivity, resourcefulness, and commitment to exceeding client expectations, Meredith takes pride in her attention to detail. She works efficiently and effectively under tight timelines while delivering a positive service experience. Clients value her follow-up, expertise, and dedication to the careful management of their portfolios. A strong team player, Meredith supports the team in ensuring client needs are addressed promptly and knowledgably.
Meredith holds an Honours Bachelor of Commerce from the University of Ottawa and has completed the Canadian Securities Course through the Canadian Securities Institute.
