Lyn Greer, CPA, CA, CFP®
Certified Financial Planner®
Lyn is a Chartered Accountant and Certified Financial Planner. Lyn established The Greer Team in 2001 with the philosophy of working with clients to accomplish their goals efficiently and guard against any risks that can derail them on this path. With so many financial optio...
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Client Care Specialist
Laura joined The Greer Team in 2014 as our Client Care Specialist. Laura is a key touch point for clients as she coordinates client meetings, responds to client queries and manages the office. Laura always presents herself in a friendly and professional manner and is fully c...
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Client Care Administrator
Rick joined The Greer Team in 2016 as our Client Care Specialist and has since earned his Mutual Fund license. Rick is a key touch point for clients as he coordinates client meetings, responds to client queries and manages the office. Rick’s other career interests involve di...
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Client Care Administrator
Rachel is a new team member that joined us in June 2019 as a client care administrator. Rachel helps coordinate client meetings, responds to client queries and helps manage the office. She is a recent graduate from Western university with a degree in financial economics. Rac...
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