Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
15 March, 2018
Now may be a good time to revisit your insurance and investments needs, Do you still have the right type of insurance for you, you... Read More
15 February, 2018
If you are planning a trip out-of-province, don’t leave home without travel health insurance. As a client, you have access to IPCT... Read More
1 February, 2018
Most of us make time to have regular check-ups with our doctors, dentists, and other health-care professionals. We even bring our ... Read More
4 January, 2018
Many Canadians are either misinformed or working on the wrong set of assumptions when it comes to planning for their retirement ye... Read More
Lyn Greer always considers your overall financial health and not only assists with investments but also budgeting, savings, and tax and estate planning. We trust Lyn implicitly to assist us with all financial decisions. I would recommend Lyn to anyone seeking a financial planner.
Thanks Greer Team! With patience, intuition, and gentleness, Lyn has coached me and helped me demystify my own finances, helping me to create a healthy attitude about money, its growth, and its ability to help me live out my dreams.