Licensed under the Mortgage Brokers Act. Extensive background in finance, insurance and investment products. Certificate in financial planning by The Canadian Institute of Financial Planning and awarded the designation of Chartered Financial Planner. Awarded by the Financial Planners Standards Council of Canada to be licensed as a Certified Financial Planner. Certificate from The Faculty of Commerce and Business Administration of UBC and the Real Estate Council of BC as a real estate salesman and sub-mortgage broker and through The British Columbia Real Estate Association completed the ‘Applied Real Estate’ course. A member of the Mortgage Brokers Association of BC. Personal licensed as a real Mortgage Broker (highest possible license in the mortgage industry) in both British Columbia and Alberta. Networked with other Mortgage Brokers across Canada.
Over 30 years in the financial services industry. A licensed Certified Financial Planner able to create estate, retirement, and financial plans for clients. Uses mortgage products to consolidate and refinance current debt financing. Was one of advisors for pension maximization seminar circuit for years, and also author of the 15 Steps to safe private lending which is a guide to investors who want to make a predictable, fixed return on their investments (rather than the ups and downs in the stock market).
Owner, and major shareholder of Home n Work Mortgages Inc. – a well respected mortgage brokerage firm. A company that was listed in The CMP Canadian Mortgage Professional trade magazine as one of the ‘Super Brokers of Canada’. Gregory is also an author of many articles, over the years, in the CMP magazine.
Television Appearances – guest of the Daily Edition Chek 6 program on insurance and estate planning; Rogers Cable on taxation & insurance.
Radio guest on CKDA on insurance matters.
Contributing writer for the MONEY column – Elder Statesman, Today’s Times, Times-Colonist; Calgary Herald, Saanich News & Island Parent Magazine.
Seminar Work – have given numerous seminars to large groups of people, including financial advisors and mortgage brokers.
HOBBIES AND PERSONAL INTERESTS
Very happily married to his Jessica, and still ‘Papa’ to one little 12 year boy. Others children of his have grown up already. Enjoys the challenge of being a supportive and nurturing parent.
An avid sailor and boater, PADI certified diver, for the past 25 years, sailing throughout the Pacfic North West from Seattle to Desolation Sound, British Columbia. Since 1992, when he earned his private pilot’s licence he has been flying throughout Canada and the United States, while being a member of the Victoria Flying Club – a club whose members own over a dozen aircraft that we can use anytime. His next interest is learning to fly Gyrocopters (Google ‘arrowcopter’ if curious)
Past Director of the Cordova Bay Association – 2 terms – it is a group responsible for reviewing subdivision, zoning, and other community issues affecting the public in municipality of Saanich in the prestigious Cordova Bay region. Past Director – 2 terms – PWC Parents Who Care Society that was very active in the 80’s and 90’s in Victoria and Vancouver.
He enjoys instructing other mortgage brokers with the knowledge he has learned over his extensive years in the financial services industry.