Doreen ("Dee") Gregson
CFP (Canada)
CFP (Other)
CLU
Founding Member
Bio
I help clients protect what's most important in their life. In today’s world, it's more important than ever to feel you have secure insurance and investment plans in place… When you have people you love in your life, you want to protect them and provide for them now and into the future.
As an experienced and accredited financial advisor, I create a customized financial roadmap, to help clients secure their family and business with individual and corporate coverage, retirement planning and smart investment options.
We're a proud Canadian co-operative who put people before profits. Co-operators is your one-stop shop for all your insurance, investments and financial services, right in your community.
As an experienced and accredited financial advisor, I create a customized financial roadmap, to help clients secure their family and business with individual and corporate coverage, retirement planning and smart investment options.
We're a proud Canadian co-operative who put people before profits. Co-operators is your one-stop shop for all your insurance, investments and financial services, right in your community.
Personal Information
Employer Information
North Vancouver BC V7M2H6
Canada
Practice Information
Insurance Commission
British Columbia
Advocis
Corporate Insurance Planning
ESG & Impact Investing
Estate Planning
Financial Planning
Group Insurance Planning
Insurance Planning
Investment Management
Retirement Income Planning
Succession Planning
Tax Planning