Our story is all about succession planning. We believe in it, so we practice it and we preach it. With Gregory | Wei Wealth Counsel, there is no end-date to our advisory services – we are prepared to know and add value to you, your children, and your children’s children. Collectively, for the past 40 years we have been the trusted wealth advisors for affluent Canadian families. Here is our story.
As a Private Banker at TD Canada Trust, Neil Gregory developed a close working relationship with Martin Chambers an Investment Advisor who had built a thriving investment management practice with TD Evergreen over the preceding 20 years.
At 45, Martin started to think about his ultimate transition into retirement. Recognizing that Neil shared his core values and philosophy on serving clients, Martin partnered with Neil to be his eventual successor to care for the future generations of our clients. Together, Martin and Neil sought a firm that embraced their wish to put clients’ needs first and allowed them to create the right succession plan. In 2004, they joined Wellington West Capital (now National Bank), then one of Canada’s few independent, non-bank owned wealth management firms.
Shortly thereafter, Neil began looking for his successor knowing that clients who are building intergenerational wealth requires a team that understands their needs today and is well positioned to serve their changing needs in the future. In 2007 they hired Neil’s eventual co-partner Stanley Wei. With a background at Richardson Partners Financial, Stanley’s strong financial planning discipline complemented Martin’s investment-focus style and Neil’s banking background.
As the breadth of wealth management services expanded, Martin, Neil and Stanley needed a more robust, supportive and expansive platform to ensure that total wealth management offering could grow without any compromises. In late in 2009 the team moved to Richardson GMP (Richardson Partners Financial newly merged with GMP Private Client). Martin gradually transitioned into full retirement while Neil and Stanley continued to grow and refine the business.
Today, the story of Gregory | Wei Wealth Counsel continues to evolve and expand to ensure that we have a solid foundation in place to continually meet the changing needs of our clients today and the future generations of our client families.