About Greg Dowdall
Greg is an Investment Advisor, with more than 20 years experience and significant qualifications. He is a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM), Chartered Life Underwriter and a Fellow of the Canadian Securities Institute (FCSI). The latter designation is widely viewed as the gold standard for investment advisors.
His approach is to help clients understand their financial position relative to their financial objectives. He establishes a disciplined process to help people reach goals. His efforts are focused on helping clients preserve assets, increase income, and reduce income taxes. He explains investment options in a manner that is easy to understand. Further, he adapts an investment plan to suit each client’s personal comfort level. He is often described as being friendly, outgoing, and having a great sense of humour. Greg is accessible and is willing to make house calls when that is necessary.
He has been sourced for local seminars, nationally broadcast radio programs, and publications, including Maclean’s Magazine, Canadian MoneySaver Magazine and Kawartha Lakes This Week.
When not in the office, Greg can usually be found attending one of the various activities his children are taking part in.
Greg Dowdall, CFP, CIM, CLU, FCSI
Greg possesses the knowledge, experience, and skill set to help you realize your financial goals.
We work with people who are:
- Open and honest in all their financial matters.
- Believe we can add real value to their financial situation.
- Embrace our unique process of wealth management.
- Share our philosophy of Retirement and Estate planning.
- Are five to ten years away from retirement, are interested in prioritizing this and gaining comfort from having a plan.