Greg Shearing Email
Advising Representative -Client Relationship Manager @ KAI Asset Management Inc.
Greg Shearing's Location
Victoria, BC, CA
Greg Shearing's Work
- Advising Representative -Client Relationship Manager @ KAI Asset Management Inc.
- Wealth and Insurance Advisor @ The Legacy Group
- Wealth and Insurance Advisor @ Cooper Financial Group
- Financial Advisor @ Edward Jones
Greg Shearing's Education
- University of Alberta1999 - 2003
Greg Shearing's Skills
- Strategic Financial Planning
- Segregated Funds
- Investment Strategies
- Critical Illness
- Investments
- Risk Management
- Corporately Owned Insurance
- Corporate Estate Transfer
- Finance
- Insurance
Greg Shearing's Summary
Greg Shearing, based in Victoria, BC, CA, is currently a Advising Representative -Client Relationship Manager at KAI Asset Management Inc., bringing experience from previous roles at The Legacy Group, Cooper Financial Group and Edward Jones. Greg Shearing holds a 1999 - 2003 University of Alberta. With a robust skill set that includes Strategic Financial Planning, Segregated Funds, Investment Strategies, Critical Illness, Investments and more, Greg Shearing contributes valuable insights to the industry. Greg Shearing has 2 emails on RocketReach.
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