With over 16 years of previous financial experience, Greg joined the Ramos Laine Private Wealth Management team in 2013 bringing with him a strong educational background having earned a BA from Western University in London and having spent time as an investment associate, an investment advisor and as a futures trader. Greg’s primary responsibility within the practice is to process transactions for clients. Whether he’s rebalancing portfolios, completing redemptions, or opening new accounts, Greg’s enthusiasm and desire to make a difference are continually displayed with his genuine concern for each client’s well-being.
Greg is a highly strategic, motivated and organized individual, who completes tasks ranging from complex to routine, all of which contribute to the efficient and professional operation of Ramos Laine Private Wealth Management. This strong work ethic combined with his knowledge and experience ensures the Ramos Laine team provides a high level of service to clients. Greg considers his number one priority to be client care. By making a point of getting to know clients and their families, he’s able to build and maintain strong relationships that go well beyond conversations about accounts.
Outside of the office, Greg is very involved in supporting the Barrie out of the cold homeless shelter and feels strongly about giving back to those in need. A resident of Innisfil, Greg also enjoys spending time with his wife, daughter, and close friends.