Greg Hall
CFP
Mutual fund representative 1
Insurance representative 2
Financial Planner 2
Grindstone Financial Advisory
About me
I am a graduate of the University of Guelph and completed my Bachelor of Arts in Management and Economics in 1989. Shortly after, in 1991, I began my career in financial services and now boast over 30 years of industry experience. I completed my Certified Financial Planner® designation in 1999 and have been consistently delivering valued advice that is uniquely structured to fit my clients’ unique needs. I am the founder, president, and principal advisor of Grindstone Financial Advisory. Our focus is to partner with our clients to establish and achieve their financial goals through the objective planning and management of investment assets. We strive to provide the highest level of service and technical expertise to create, manage and preserve your wealth. Contact meAbout my team
Sheila is the backbone of the office, ensuring that the day-to-day operations run as smoothly as possible. With a Bachelor of Arts from the University of New Brunswick and an administrative, information technology and education background, Sheila provides a valuable skillset which compliments the team in countless ways.
For many of our long-term clients, Linda is the first point of contact when calling our office. Her friendly voice answers our phones, she assists with client inquiries, booking appointments and processing paperwork. Her rigorous follow-up ensures that all investment transactions are completed efficiently and accurately.
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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July 16, 2024 - Podcast
The best ways to budget for a vacation -
July 2, 2024 - Podcast
The Fabulous Destiny of Clément Gignac -
July 23, 2024 - Podcast
How to use artificial intelligence to simplify your vacation -
July 19, 2024
U.S.: Looking ahead at the U.S. presidential election
