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




Latest Blog Posts

Our Perspective – Tune Out the Noise

31 October, 2018

In this client-friendly video, Rana discusses the recent market volatility and puts it into historical perspective. He explains wh... Read More

Protecting Your Children’s Financial Security

11 October, 2018

I bet the financial security of your children is always on your mind, whether you’re dealing with a current issue or even if it is... Read More

Valued Advice

20 September, 2018

Advisors have historically helped their clients grow their assets 3.9 times more than non-advised individuals over a 15-year perio... Read More

Wealth Transfer 101

30 August, 2018

While the biggest inter-generational transfer in Canadian history is taking place right now, a recent poll by IPC Private Wealth i... 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