Greg is a chartered professional accountant and certified financial planner.

Greg was a tax partner for 32 years with the Waterloo office of BDO Canada LLP and served in a tax leadership role for many years at the national and regional level.

He is currently working on contract with both BDO Canada LLP and the Steele Wealth Management office of Raymond James Ltd. in Waterloo.

Greg specializes in advising clients how to minimize and defer payments of income taxes and provides proactive income tax planning advice on business purchases and sales, reorganizations, business successions as well as trusts and estate planning.