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. He has been quoted in the media such as Globe and Mail for his insights into the industry and has spoken to industry and business owner groups on numerous occasions.
As a leader 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.
As financial planners, we do not provide specific tax and legal advice. You should always consult your accountant and/or lawyer where necessary. Because of the many ways a strategy may be impacted when segmented, we prefer to communicate collectively with your external professionals to ensure that all recommendations and action plans are in the overall best interest of you, with your professionals working with common goals in mind.
You are never obligated to act on our recommendations of products, services, or advice.
THE 2024 TFSA CONTRIBUTION LIMIT HAS INCREASED TO $7,000! GET AHEAD OF YOUR TAX PREPARATIONS WITH A FINANCIAL PLAN!