Greg Shaw Location
- Chilliwack, BC, CA
Greg Shaw Work
- 2020 - now CEO @
- 2020 - now Wealth Advisor @
- 2011 - 2020 Financial Advisor @
- 2011 - 2020 Financial Advisor @
- 2011 - 2018 Executive Director @
- 2003 - 2011 Senior Marketing Director @
- 1996 - 2005 Owner @
Greg Shaw Education
- Investment Funds Institute of Canada
(Finance)
2003 - 2004 - University of the Fraser Valley
Computer Information Systems (Infotech)
1994 - 1998
Greg Shaw Skills
- Mortgage Lending
- Retirement
- Wealth Accumulation
- Investments
- Disability Insurance
- Term Life Insurance
- Critical Illness
- Mutual Funds
- Fixed Annuities
- Wealth Management
- Universal Life
- Financial Advisory
- Asset Managment
- Wealth
- Estate Preservation Strategies
- GIC Investments
- Financial Strategies
- Tax Deduction Strategies
- Life Insurance
- Emergency Fund Creation
- RESP, RDSP & Child Investment Plans
- Pension Strategies
- Payroll RRSP
- Tax Sheltered Savings & Investments
- Travel Insurance
- Mortgage Insurance
- Long Term Care Insurance
- Charitable Giving Strategies
- Heath & Dental Insurance
- Group Insurance
- Leasing & Auto Purchasing
- Segregated Funds
- Asset Management
- RRSP
- Investment Strategies
- Dental Insurance
- Tax
- Insurance
- Strategies
- Strategy
- Investment Advisory
- Residential Mortgages
- Pensions
- Savings
- Finance
- Payroll
- Training
- Securities
- Financial Services
- RESP
- Rdsp and Child Investment Plans
- Services
- Marketing Communications
- Home Offices
- Tax Sheltered Savings and Investments
- Road
- Leadership
- Leasing and Auto Purchasing
- Technical Services
- Heath and Dental Insurance
- Public Speaking
Greg Shaw Summary
- Greg Shaw, based in Chilliwack, BC, CA, is currently a CEO at WealthStone Inc.. Greg Shaw brings experience from previous roles at Worldsource Financial Management Inc., De Thomas Wealth Management and Canada Loyal Financial. Greg Shaw holds a 2003 - 2004 Investment Funds Institute of Canada. With a robust skill set that includes Mortgage Lending, Retirement, Wealth Accumulation, Investments, Disability Insurance and more. Greg Shaw has 3 emails and 1 mobile phone numbers on RocketReach.
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