Member

Doreen Gregson

North Vancouver

The Co-Operators

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

Member Bio

(This member hasn't written a bio yet!)

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.

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
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.