Lyn GreerCPA, 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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Laura Theys

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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Manuel Agudelo

Branch Manager

Branch Manager at IPC since April 2018.
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Rick Davis

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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Rachel O'Donnell

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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