Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
4 January, 2018
Many Canadians are either misinformed or working on the wrong set of assumptions when it comes to planning for their retirement ye... Read More
28 December, 2017
Financial planning can help you prepare for life’s major financial events. Creating a financial plan helps you set both short-term... Read More
14 December, 2017
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
7 December, 2017
It might not be a conversation you feel ready to have, but it’s probably one of the most important you will have, both with your f... 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.
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.