About Us


As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.


Greg Armstrong, CFP®

Certified Financial Planner®

My name is Greg Armstrong and I work for you.

For over 30 years I have been helping individuals and families like you establish, work towards, and achieve their financial lifestyle goals and objectives.
Whether it’s an in-depth, complex situation or a simple, straight forward approach, we are able to provide the solution. As truly independent financial advisors, we have access to virtually all resources necessary.

In order to help you I hold the Certified Financial Planner (CFP) designation, and have a strong commitment towards education. Each year I attend a large number of various conferences to ensure that I am up to date on the best financial planning solutions for you.

As a member of the Financial Planners Standards Council (FPSC), The Canadian Association of Financial Planners (CAFP), and The Canadian Association of Insurance and Financial Advisors (ADVOCIS), I uphold the Code of Ethics of these associations and take tremendous pride in always putting my clients’ interests first and foremost.

Mission Statement:

"To focus every energy and
resource in providing the utmost comprehensive financial
planning service for our clients.
We Work for You."