Members

Greg MacIntosh

Edmonton
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Greg MacIntosh

Member Bio

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Greg MacIntosh has worked as a dedicated financial professional since 1993 and is licenced in both Alberta and British Columbia. With a firm belief and value of ongoing education, Greg has achieved numerous designations, and has earned several honors for his productivity and professionalism. A believer in comprehensive financial planning, Greg focuses on individuals and business owners in the areas of Wealth, Health and Legacy strategies. With financial planning as the core focus and key competency at Statera Financial Planners, Greg believes firmly that planning is a key element to accumulating and preserving wealth while simultaneously managing risk effectively. Greg believes personal finance is more personal than finance. Greg also advises businesses on how to maximize wealth, capture opportunities and design cost effective employee benefits plans that also act as valuable human resource tools. When Greg is away from the office, he is involved with the local soccer association as a director and a volunteer licensed coach. He has been honored as a St. Albert Volunteer Citizen of the Year.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Divorce
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Succession Planning

Designation(s)

CFP (Canada)
CLU
EPC

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

Advocis

Education

Assets Under Management

Practice Size

6 to 10

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
British Columbia
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