Greg MacPherson

Background

About Greg MacPherson

It’s about having someone with the experience and knowledge in your corner who cares about helping you make the best financial decisions. That “experience and knowledge” is more than just a 28 year career of helping over 600 households. It’s more than obtaining several designations and awards. I’m genuinely interested in always learning more about business, investing and financial planning. My interest also extends to educating and helping others. This is why I have taught some NBCC courses, given public and private seminars, and written over 400 articles. It is also why I am a financial planner. I enjoy helping others and applying my areas of expertise to their unique situations. I am licensed to give financial advice to clients in the provinces of BC, AB, MB, ON, QC, NS, and of course New Brunswick. Aside from experience, expertise and a desire to help others, I believe the best financial advisors will have three other attributes: • Work for a large reputable company with excellent resources. • Independence. When your advisor can only recommend their own proprietary funds or investments, how do you know you’re getting the best solutions? Even though I work with Manulife Wealth Inc, I am free to shop the market and recommend whatever investments I feel are best for the client. • Having all the tools in the tool belt. In order to recommend the best solutions, I have always felt it was important to have an insurance license as well as be registered to offer stocks, bonds and mutual funds. Some advisors you talk to may only have one of these licenses. How will you know if the best solution for you fits into what they can recommend?