Greg Colby Email & Phone Number

Ottawa, Canada Area

After more than 25 years at CIBC Wood Gundy, I am pleased to be getting back into finance and am joining former CIBC colleague Steven Cleiri at SJC Financial serving clients from Kingston to Ottawa. On the lending side, we have a very well-developed stable of lenders we work with, that in turn can make your life much easier ranging from residential to large scale commercial and everything in between. www.sjcfinancial.com We also work with investors who are looking to improve the performance of their investment or RRSP portfolios by investing in local residential and commercial mortgages which can provide far superior rates of return than traditional fixed income, primarily on the private lending side.

Ottawa

Ottawa, Canada Area

The CIWM designation is the highest degree of wealth management knowledge attainable in Canada. I have extensive experience in the diverse disciplines required to serve the integrated wealth management needs of high net-worth clients including: trust strategy and succession planning, insurance, tax strategy and estate planning.

Ottawa, Canada Area

Helped grow and manage clients wealth from generation to generation. The CIWM designation is the highest degree of wealth management knowledge attainable in Canada. I have attained extensive understanding of the diverse disciplines required to serve the integrated wealth management needs of high net-worth clients including: trust strategy and succession planning, insurance, tax strategy and estate planning.