We offer business owners and healthcare professionals a holistic suite of services, including financial, retirement, tax, and estate planning, so they can spend less time, stress, and effort on their finances and more time doing the things they love. At age thirteen, Greg invented the auto-reverse cassette deck. In 1983 he participated in the development, production, and marketing of the world's f
irst microwave popcorn bag. This invention was the "secret" in General Mill's Pop Secret brand of popcorn. In 1987 he assisted in the sale of this business which sold for $24,000,000. Subsequently, Greg co-founded and was the President of Toronto Venture Exchange-listed Beckett Technologies Corp., a microwave food packaging company, which had a market capitalization of $198 million. It was at Beckett Technologies where he was granted thirteen U.S. In 1997 he founded Beckett Capital Corp., a Limited Market Dealer licensed with the Ontario Securities Commission. Beckett Capital's name was later changed to Kingsdale Capital Corporation in 2001. In 1999 Greg founded the Richmond Club Corp and was and still is responsible for the stock research and selection for the Richmond Index, which, as of Oct 2012, has grown at an impressive rate of 19.9% per year since its inception in July 2005 which compares favorably to the -4% performance of the TSX Venture Exchange over the same period of time. In 2005 he founded Liberty Fund Management Inc., which created the Liberty Micro-Cap Gold Index. From 2007-2008 he was the host of Micro-Cap Stock Watch, which was a daily Internet TV program through Market News One in Dallas, Texas. From 2011-2012 Greg was an Investment Advisor with TD Waterhouse at the TD Bank tower in Toronto. Currently, Greg is a Vice President at Wickham Investment Counsel Inc., which is owned and operated by a team of senior Portfolio Managers. He was also: a founder and former Executive Director of The Exempt Market Dealers Association Of Canada, has appeared as a guest on Business News Network (BNN), and is the founder and Chairman of the Richmond Foundation, which focuses on helping "at-risk kids" in Ontario to become functional members of society. The following are some of the courses that Greg has successfully completed, which are administered by the Canadian Securities Institute, Canada's leading provider of professional credentials:
- Certificate in Retirement Strategy
- Certificate in Advanced Investment Advice
- Certificate in Estate Planning & Trust Strategy
- Chartered Investment Manager (CIM)
- Partners, Directors and Senior Officers Course
- Portfolio Management Techniques Course
- Business Succession Planning Course
- Individual Pension Plans Course
- Investment Strategies for Retirees Course
- Planning Strategies for Seniors Course
- Financial Planning for Snowbirds Course
For recreation, Greg enjoys competing in triathlons as well as camping, and snowboarding.
