Senior Vice-President, Senior Investment Advisor
Greg has been in the wealth management business advising clients since 1996. He joined a major investment dealer after studying marketing at BCIT and earning a Business Administration diploma from the College of the Rockies. Having completed numerous industry programs, Greg’s vast knowledge and experience brings distinguished value to the extensive services he is able to provide to his clients as Senior Vice-President and Senior Investment Advisor at Wellington-Altus Private Wealth.
Greg takes great pride in taking time to advise, educate and get to know his personal and corporate clients. He specializes in wealth management strategies for individuals and their families. He offers consistency and competency to all issues pertaining to business succession and estate planning.
As a long-time resident of Cranbrook, Greg has been involved in the community through raising funds for local charities and is a strong financial supporter for the East Kootenay Foundation for Health. He served on the Board for St. Mary’s School and was President of Cranbrook Minor ball (softball) while coaching both his daughters at the local and provincial levels. Outside the office, Greg’s priority is spending time with family and his passions are golf, hockey, skiing and wake surfing.
B. Mgt. Fin
Robert graduated with a degree in finance management, and a second degree in psychology from the University of Lethbridge. He started his career at a major bank and was soon promoted to assistant branch manager. He has over 10 years of experience in retail banking, investment management and retirement planning—advising his clients and providing them with the best possible financial solutions.
Robert is passionate and committed to providing holistic and tailored wealth management plans by uncovering the specific financial needs of his clients. Robert’s clients also benefit from his ongoing professional development. With an aim at earning a portfolio manager designation as well as insurance licensing he is always looking to improve himself to provide better service.
He is community focused and is a strong supporter of local charities. Robert is an accomplished squash player, and enjoys hockey, golf and skiing. When out of the office, Robert’s priorities are spending quality time with his wife Kristen, daughter Isabella, sons Bennett and Leroy.
With over 13 years with the Sternig and Klewchuk Wealth Management team, Janine brings a wealth of expertise in investment administration. Janine’s role is to provide administrative and organizational support, while maintaining the highest level of client service. Her diligence and commitment to the team and to our clients is first class.
After living in numerous places, Janine calls Kimberley, BC her home. In her spare time, she enjoys spending time with her husband and daughter, travelling to tropical destinations, camping, hiking, paddle boarding and skiing.
Caroline began her career as a paralegal, where she worked for over 20 years dealing with real estate and corporate law. She has experience in the insurance and investment industries, where she worked as an assistant branch manager for a major life insurance and investment corporation for 6 years. Caroline made the move to Sternig and Klewchuk Wealth Management and currently provides the team with administrative support in preparing reports and managing client requests and paperwork.
Caroline and her husband Kyle have been married for 32 years and enjoy spending time with their children and three grandchildren, who are the sunshine in their lives.
Caroline enjoys any outdoor activities but in particular, horseback riding, hiking, cross-country skiing and gardening. Being Ukrainian, she also loves to cook and bake!