Greg Carter

Insurance & Benefits Advisor

Greg entered the Financial Services industry in February of 1997 with a leading Canadian Group Benefits Provider and works closely with organizations to effectively tailor benefit plans that deliver the highest return possible, while achieving the determined goals and interests of the organization. Staying on top of industry trends, tracking claiming patterns, and monitoring a plan’s financial results, allows Greg to provide his clients with expert guidance and recommendations.

Greg also works with individuals and families to determine their personal insurance needs, ensuring their financial goals and plans are protected.

A graduate of McMaster University in Hamilton Ontario, Greg has a Bachelor of Commerce degree. In addition, he has an extensive list of accomplishments and designations which include the following:

• Certified Employee Benefit Specialist (CEBS) designation
• Certified Financial Planner (CFP) designation
• Certified Health Insurance Specialist (CHS) designation
• Member of Advocis - The Financial Advisors Association of Canada

When not hard at work at the office, Greg can be found swinging his clubs on the fairway or curling at the rink. He and his wife also enjoy the company of good friends, spending many summer days poolside, enjoying good music and a good laugh. A dedicated family man, Greg commits the majority of his down time to his two most important clients, his young boys.