Retired Cfp
Current
Retired - Md Financial Management Ltd.
Jan 2024 - Present
AeroLeads people directory · profile
Greg A. Email & Phone Number
Retired CFP
at
Retired - MD Financial Management Ltd.
1 work email found
@visionamp.com
1 phone found area 855
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Retired - MD Financial Management Ltd.
Role
Retired CFP
Location
Ottawa, Ontario, Canada
Who is Greg A.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg A. is listed as Retired CFP at Retired - MD Financial Management Ltd., based in Ottawa, Ontario, Canada. AeroLeads shows a work email signal at visionamp.com, phone signal with area code 855, and a matched LinkedIn profile for Greg A..
Greg A. previously worked as Senior Financial Consultant at Md Financial Management | Gestion Financière Md and Senior Financial Planning Advisor at Assante Capital Management Ltd.. Greg A. holds Certified Financial Planner Cfp® from Fp Canada.
Company email context
Email format at Retired - MD Financial Management Ltd.
This section adds company-level context without repeating Greg A.'s masked contact details.
{first}@visionamp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Greg A.. Compare company email patterns before reaching out.
Profile bio
About Greg A.
Experienced Senior Financial Consultant with a demonstrated history of working in the financial services industry. Skilled in Wealth Accumulation, Retirement Planning, Investment Advisory, Estate Planning, and Mutual Funds. Strong consulting professional with a B. Admin. focused in Marketing from Lakehead University.
Listed skills include Strategic Financial Planning, Mutual Funds, Portfolio Management, Financial Services, and 35 others.
Current workplace
Greg A.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Retired - Md Financial Management Ltd.
5 roles · 41 years
Greg A. work experience
A career timeline built from the work history available for this profile.
Senior Financial Consultant
Feb 2012 - Jan 2024
Senior Financial Planning Advisor
Working primarily out of the branch in North Bay, Ontario, Greg Alexander is a Senior Financial Planning Advisor with Assante Capital Management Ltd. With more than a decade of experience in the financial services industry, Greg is registered to practice in the provinces of Ontario, Quebec, Alberta and British Columbia. He has a degree in Business.
Jul 1997 - Oct 2011
Insurance Advisor
Assante Estate And Insurance Services Inc.
As an advisor licensed to sell insurance, Greg's role is to provide his clients with the best insurance solution for their situation after considering their insurance needs, the required coverage, service and price. Greg is committed to providing clients with quality service and professional insurance advice, including ongoing policy maintenance and claims.
Jun 1997 - Oct 2011
Professor, School Of Business
1985 - 1997
~12 yrs
7 education records
Greg A. education
Certified Financial Planner Cfp®
Fp Canada
Education record
Financial Services Commission Of Ontario
Education record
• Investment Industry Regulatory Organization Of Canada (Iiroc)
Canadian Securities Course
Canadian Securities Institute
Conduct Practices Handbook Course (Cph)
Canadian Securities Institute
Personal Financial Planning Course
Canadian Securities Institute
B. Admin., Marketing
FAQ
Frequently asked questions about Greg A.
Quick answers generated from the profile data available on this page.
What company does Greg A. work for?
Greg A. works for Retired - MD Financial Management Ltd..
What is Greg A.'s role at Retired - MD Financial Management Ltd.?
Greg A. is listed as Retired CFP at Retired - MD Financial Management Ltd..
What is Greg A.'s email address?
AeroLeads has found 1 work email signal at @visionamp.com for Greg A. at Retired - MD Financial Management Ltd..
What is Greg A.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 855 for Greg A. at Retired - MD Financial Management Ltd..
Where is Greg A. based?
Greg A. is based in Ottawa, Ontario, Canada while working with Retired - MD Financial Management Ltd..
What companies has Greg A. worked for?
Greg A. has worked for Retired - Md Financial Management Ltd., Md Financial Management | Gestion Financière Md, Assante Capital Management Ltd., Assante Estate And Insurance Services Inc., and Canadore College.
How can I contact Greg A.?
You can use AeroLeads to view verified contact signals for Greg A. at Retired - MD Financial Management Ltd., including work email, phone, and LinkedIn data when available.
What schools did Greg A. attend?
Greg A. holds Certified Financial Planner Cfp® from Fp Canada.
What skills is Greg A. known for?
Greg A. is listed with skills including Strategic Financial Planning, Mutual Funds, Portfolio Management, Financial Services, Retirement Planning, Insurance, Wealth Management, and Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Greg A. you were looking for.
View similar profiles
