Curate Wealth™ provides the same care and attention for your wealth as the art curator of a museum does for a priceless collection at the AGO or the Louvre. Charged with the care of these valuables, curators work with other professionals to conserve, protect and build them for current and future generations.
Similarly, at Curate Wealth we catalogue your collection, restore what needs touching up, and make recommendations for new acquisitions. All so you can enjoy your treasures now, while establishing your legacy.
"Greg has consistently been the consummate professional. He has a unique ability to not only simplify some very complex and intricate ideas, but to also put himself in your shoes. Curate Wealth is about more than just money. It is about peace of mind."
(Dr. O. H.) Internal Medicine and Critical Care William Osler Health System
CFP®, CLU, CH.F.C., TEP, EPC
Since 1985, Greg has been helping families protect the people and values they cherish most. After 17 successful years as Vice President, Estate & Insurance Advisor at BMO Nesbitt Burns, he established Curate Wealth to offer a boutique advisory service that delivers the highest level of personalized attention to the clients who value it most deeply.
For more than 15 years, Greg has been an ardent supporter of JDRF. The fundraising team he founded, No More Pricks, has raised $100,000 and counting. In 2007, Greg began an annual fundraising bike ride from Toronto to Niagara, and he currently serves on the Toronto JDRF Ride Cabinet. A graduate in Fine Arts from the University of Toronto, Greg is a regular contributor to stage designs for performances in his church, and has a modest collection of paintings from his travels to Bali, Russia, Italy, Cuba, Armenia and India.
Greg is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CH.F.C). Most recently, in 2017 he completed the Elder Planning Counselor program (EPC) and also achieved the Trust & Estate Practitioner designation (TEP).
Our Brand Foundation
Core purpose – why we do what we do
To help families protect the people and values they cherish most.
Vision – where we are going, and how we’ll know we’re there
A boutique advisory service that delivers the highest level of personalized attention to the clients who value it most deeply.
Mission – what we do every day to get there
We curate insight.
Position – how we are different
An unmatched personal touch.
Character – our voice; how we act and look
Generous – always, especially with what we know
Prepared – focused on understanding you
Knowledgeable – dedicated since 1985 to continued education and learning from every client
Empathetic – listening is the heart of what we do
Creative – we design custom-made solutions for every client
Copyright © 2018 Curate Wealth | Website design by Lab Creative Inc