With over 20 years experience in the financial services business now, I specialize in wealth accumulation, retirement planning, and estate planning. As a father of 4 kids, I strongly believe in setting up financial structures properly. You’ll often hear me say, “what is equal is sometimes not what is fair and what is fair is sometimes not equal.” This core belief is what drives my tailored approach to financial planning for families and business owners alike.Above all, I want to be a great role model for all my children, just like my Mom & Dad were for me. Leading by example, I wish to instil the core values of dedication, perseverance, honesty, and doing what is “good”!
Self-Employed
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Retirement And Estate Planning SpecialistSelf-EmployedKillam, Ab, Ca
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PresidentYour Tree Inc. Oct 2024 - PresentKillam, Alberta, Canada
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Retirement & Estate Planning SpecialistSelf-Employed May 2023 - PresentMy passion is helping clients prepare for a comfortable and tax-efficient retirement. In the later stages of client’s lives, I also specialize in creating estate plans (as what is fair is not always equal, and what is equal is not always fair).
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Regional Assistant Vice President, SalesPpi Feb 2021 - May 2023Edmonton, Alberta, Canada -
Director Of Business DevelopmentPpi Aug 2019 - Feb 2021Edmonton, Alberta, CanadaAs Director, Business Development, I am responsible for supporting advisors in Northern Alberta by providing them with the resources, tools and education to enhance & maximize their ability to deliver creative solutions to their clients. I have worked extensively in the insurance and wealth markets, and specialize in pension/group savings and retirement. By building strong advisor relationships, the goal is to consistently increase sales across multiple lines of business.
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Senior Sales ConsultantRbc Insurance Feb 2018 - Jul 2019Edmonton, Canada AreaGrew the sales of RBC Insurance Segregated Funds, Annuities, and Life Insurance across the Northern Alberta and Saskatchewan territory. Implemented a “3D” strategy to increase sales in the territory by well over 200%.(Discover, Develop, Duplicate)My focus was to partner with key Advisors by demonstrating value, and help them achieve success in their businesses. This truly became a win-win-win for everyone! -
Financial Security AdvisorGreat-West Life Apr 2015 - Feb 2018Edmonton, Canada AreaGregory P. Bird Financial Services Inc.Insurance and Invesment Sales (Life Insurance, Critical Illness Insurance, Disability Insurance, Travel Insurance, Pensions, Segregated Funds, Annuities, Group Benefits, Group Savings & Retirement) -
Regional Sales Manager, Wealth ManagementGreat-West Life Apr 2015 - Jan 2017Calgary, AlbertaWealth Management – Gold Key (Alberta) - Mid-West RegionAs the Regional Sales Manager, I shared expertise on the exclusive product shelf, wealth solutions, sales concepts and financial services industry trends. I provided consulting to Gold Key Financial Advisors across all of Alberta to grow their practices in the area of wealth.
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Manager, Business DevelopmentStandard Life Uk Feb 2010 - Apr 2015Calgary, Ab - Southern Alberta Region2014 Group Challenge Qualifier - Morocco 🇲🇦Built a strong network of Brokers across Southern Alberta to increase the sales of Standard Life Express, Pension in a Box, and the Traditional GSR products.Group Savings & Retirement(Group RRSP, DPSP, TFSA, Defined Contribution Pension Plans, Defined Benefit Pension Plans, Individual Pension Plans). -
Sun Life Financial AdvisorSun Life Jul 2004 - Jan 2010Vernon, Bc - Okanagan Financial Centre #71Western Canada Recruit of the Year - 2005Insurance and Invesment Sales (Life Insurance, Critical Illness Insurance, Disability Insurance, Travel Insurance, Mutual Funds, Segregated Funds, Annuities) -
Senior Program CoordinatorHeart & Stroke Apr 1998 - May 2004Team Leader for Jump Rope for Heart, Big Bike, and Hoops for Heart.First Ever $1,000,000 Office in Canada for Jump Rope for Heart - Fiscal Year 2003 (Edmonton, AB).
Gregory Bird, Cea Education Details
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Distribution Management (Double Major In Marketing & Management Science)
Frequently Asked Questions about Gregory Bird, Cea
What company does Gregory Bird, Cea work for?
Gregory Bird, Cea works for Self-Employed
What is Gregory Bird, Cea's role at the current company?
Gregory Bird, Cea's current role is Retirement and Estate Planning Specialist.
What schools did Gregory Bird, Cea attend?
Gregory Bird, Cea attended University Of Alberta.
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