Advisor’s Perspective

With the Greer Team, we take a very personalized approach to financial planning, it is not just a ‘cookie cutter’ process.  We take the time to understand our clients and listen to their needs.  With that information we are then able to collaborate and develop strategies so our clients can achieve financial success and ultimately live their dream. 

Strategies can be very different at the various lifestyle stages.

Click on the links below for case studies highlighting some considerations at several ages and stages of life.


Dangers of debt – budgeting tips for students

Dealing with adult stuff – budgeting tips for millennials 

RESPs and retirement – budgeting tips for Gen-Xers

Grown children and aging parents – budgeting tips for Boomers 

5 things learned by Canadian Millennials about personal finance