Members

Doreen Gregson

North Vancouver
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Doreen Gregson

Member Bio

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I help clients protect their future. In today’s world, it's more important than ever to feel you have a secure plan in place to look after yourself, your family and your business. When you have people you love in your life, you want to protect them and provide for them. As an experienced and accredited financial advisor, I create a customized financial roadmap, to help clients secure their family’s future with individual and corporate coverage, retirement planning and smart investment strategies.

Specializations

Corporate Insurance Planning
ESG & Impact Investing
Estate Planning
Financial Planning
Group Insurance Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CFP (Other)
CLU

Compensation Models

Insurance Commission

Professional Associations

Advocis

Education

Some Post Secondary

Assets Under Management

10,000,000-50,000,000

Practice Size

6 to 10

Investment License

Mutual Fund

Provinces Licensed (Investment)

British Columbia
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