WHY DID I GRAVITATE TO A CAREER IN FINANCIAL PLANNING?A career in finance was always in the cards for me. My family, already well-respected industry veterans, always had a knack for identifying great client behaviours. Some of these traits include:> paying themselves first,> exhibiting a long-term focus regarding their financial future, and> advocating the benefits of the need to uphold fiscal solvency in all of their affairs.WHAT GILLESPIE ADAMS VALUES:> Intellectual honesty> Profound integrity> Total reliabilityMY TRUE STRENGTH:I capitalize on a talent for active listening by seeking first to understand and then formulating the plans so that our clients realize their personal goals - no matter what stage of their lives.HOW I MAKE A POSITIVE DIFFERENCE FOR MY CLIENTS:I derive immense satisfaction from knowing that my clients' investments experience positive activity during the good times and stay the course during market fluctuations.WHY PEOPLE LIKE WORKING WITH ME?Throughout the years, I have earned the trust, confidence, and respect from my clients. With my help and recommendations, they know they can count on me to elevate their status to reach a better financial position as opposed to adopting a do-it-yourself mindset.AREAS OF SPECIALTY INCLUDE:> Financial Planning & Analysis> Top Talent Identification, Development, & Retention> Due Diligence> Operational Cost Containment> Contract, Price, & Win / Win Negotiations> Team-Building & New Advisor Training > Public Speaking & High-Impact Presentation Delivery> Strategic Planning & Tactical Execution> Cross-Functional Team Collaboration> Regulatory Compliance> Investment Selection > Continuous Process Improvements> Sustainable Success> Technology UpgradesIf you are interested in joining a team that vows to deliver exceptional value at minimal risk, then let's connect on LinkedIn!
Gillespie Adams & Associated
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Certified Financial PlannerGillespie Adams & Associated Jul 2001 - PresentNewmarket OntarioI helped to launch this independent business - and recruited top talent in the process - to instill the importance of an advice-based practice to our target market. As an earlier adopter of the importance of proper retirement income planning, we aspire to deliver peace of mind to our clients as they navigate the complexities of government vehicles (e.g., the Canada Pension Plan and Old Age Security), workplace pensions, and personal savings (e.g., Registered Retirement Savings Plans and Tax-Free Savings Accounts). KEY CONTRIBUTIONS WHERE I:> have played a major role in accelerating our compound annual sales growth rate 15% on average through sheer hard work and instilling a culture of excellence among our Advisor staff.> boosted our Fee-for-Service revenues from 0% to 10% by expanding our service offerings that include - but are not limited to - piquing client interest through in-person presentations.> improved productivity levels among our staff members by adopting a robust CRM system that seamlessly tracks client activity.> shared in being nominated for "Business of the Year" by the Newmarket Chamber of Commerce for repeatedly delivering service far beyond standard expectations.
Greg Gillespie Education Details
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Finance
Frequently Asked Questions about Greg Gillespie
What company does Greg Gillespie work for?
Greg Gillespie works for Gillespie Adams & Associated
What is Greg Gillespie's role at the current company?
Greg Gillespie's current role is CERTIFIED FINANCIAL PLANNER | deliver superb performance for clients by parlaying deep financial expertise, rigorous due diligence, and solid understanding of competitive forces that drive operational and economic change.
What schools did Greg Gillespie attend?
Greg Gillespie attended Wilfrid Laurier University.
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