Greg Shearing Email
Advising Representative -Client Relationship Manager @ KAI Asset Management Inc.
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Greg Shearing Location
- Victoria, BC, CA
Greg Shearing Work
- 2019 -now Advising Representative -Client Relationship Manager @
- 2018 -now Wealth and Insurance Advisor @
- 2013 -2018 Wealth and Insurance Advisor @
- 2008 -2012 Financial Advisor @
Greg Shearing Education
- University of Alberta 1999-2003
Greg Shearing Skills
- Wealth Management
- Finance
- Strategy
- Insurance
- Wealth
- Investments
- Retirement Planning
- Holding Co. Investing
- Corporately Owned Insurance
- Life Insurance
- Strategic Financial Planning
- Investment Strategies
- Segregated Funds
- Risk Management
- Corporate Estate Transfer
- Whole Life
- Critical Illness
- Financial Planning
Greg Shearing Summary
- Greg Shearing, based in Victoria, BC, CA, is currently a Advising Representative -Client Relationship Manager at KAI Asset Management Inc.. Greg Shearing brings 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 Wealth Management, Finance, Strategy, Insurance, Wealth and more. Greg Shearing has 2 emails on RocketReach.
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