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Greg Gies

Greg Gies

Financial and Estate Planner

Followers of Greg Gies543 followers
location of Greg GiesKingston, Ontario, Canada

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  • Timeline

  • About me

    Financial and Estate Planner at Qualified Financial Services

  • Education

    • Institute of Advanced Financial Education

      -
      Certified Health Specialist

      The CHS is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry.

    • The American College & The Canadian Association of Insurance and Financial Advisors

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      Registered Health Underwriter

      A Registered Health Underwriter is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.Upon completion of my RHU studies, I was awarded the Institute RHU Program Award for attaining the highest examination marks for all RHU course subjects in Canada.

    • The American College & The Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants

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      Chartered Financial Consultant

    • The Canadian Institute of Chartered Life Underwriters and Chartered Financial Consultants

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      Chartered Life Underwriter

      The Chartered Life Underwriter program builds competencies that give financial planning practitioners the knowledge to provide their clients with wealth transfer and estate planning advice.The CLU® implies competence in the area of estate planning. CLU® designated practitioners are in a unique position to help their clients build and preserve wealth.Upon completion of my CLU studies, I was awarded the Leslie W. Dunstall Medal for achieving the highest examination marks for all CLU… Show more The Chartered Life Underwriter program builds competencies that give financial planning practitioners the knowledge to provide their clients with wealth transfer and estate planning advice.The CLU® implies competence in the area of estate planning. CLU® designated practitioners are in a unique position to help their clients build and preserve wealth.Upon completion of my CLU studies, I was awarded the Leslie W. Dunstall Medal for achieving the highest examination marks for all CLU course subjects in the province of Ontario. Show less

    • The Financial Planners Standards Council of Canada

      1996 - 1996
      Certified Financial Planner

      The Certified Financial Planner® (CFP) program is designed to teach financial planners the fundamentals of building a comprehensive financial plan. CFPs are recognized as dedicated professionals with the know-how to assist clients while adhering to high ethical standards.

  • Experience

    • Confederation Life

      May 1985 - Aug 1993
      Financial and Estate Planner

    • Equinox Financial Group

      Aug 1993 - Jul 2001
      Financial and Estate Planner

    • Mid Park Financial Corporation

      Jul 2001 - Feb 2012
      Financial and Estate Planner

    • Qualified Financial Services

      Mar 2012 - now
      Financial and Estate Planner

      I assist clients with an assessment of their current financial and estate positions and help them articulate and prioritize their goals and objectives. The feasibility of the goals and objectives are analyzed followed by strategies and recommendations to facilitate their realization. An action plan is developed to implement the recommendations consistent with the values and attitudes of the client. Implementation of the action plan is co-ordinated and expedited, then monitored over time to ensure that the program remains consistent with the client's assumptions and objectives. Show less

  • Licenses & Certifications

    • Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Certified Health Insurance Specialist

      Financial Planning Standards Council (FPSC), Institute for Advanced Financial Education

    • Advocis Member

      Advocis
      Aug 2022
      View certificate certificate

    • Certified Health Insurance Specialist

      The Institute for Advanced Financial Education
      Jun 2011
      View certificate certificate

    • Chartered Life Underwriter

      The Institute for Advanced Financial Education
      Nov 1999
      View certificate certificate

    • Certified Financial Planner

      Financial Planning Standards Council (FPSC)
      Apr 2022
      View certificate certificate

  • Volunteer Experience

    • Canvasser

      Issued by Heart and Stroke Foundation on Feb 2012
      Heart and Stroke FoundationAssociated with Greg Gies