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Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

The Greer Team

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

Latest Blog Posts

Being Financially Savvy

29 March, 2018

Being financially savvy will help you sleep better at night. Financial wellness has less to do with how much money you earn, and m... Read More

Life Changes: Is Your Insurance Keeping Pace

15 March, 2018

Now may be a good time to revisit your insurance and investments needs, Do you still have the right type of insurance for you, you... Read More

Affordable Travel Insurance

15 February, 2018

If you are planning a trip out-of-province, don’t leave home without travel health insurance. As a client, you have access to IPCT... Read More

10 Ways to Grow Your RRSP

1 February, 2018

Most of us make time to have regular check-ups with our doctors, dentists, and other health-care professionals. We even bring our ... Read More

 
  • Lyn Greer always considers your overall financial health and not only assists with investments but also budgeting, savings, and tax and estate planning. We trust Lyn implicitly to assist us with all financial decisions. I would recommend Lyn to anyone seeking a financial planner.

    - Ed Villamere
 
  • Thanks Greer Team! With patience, intuition, and gentleness, Lyn has coached me and helped me demystify my own finances, helping me to create a healthy attitude about money, its growth, and its ability to help me live out my dreams.

    - Amber Lin