Neil Gregory, CFA
Director, Wealth Management, Portfolio Manager
There are a number of reasons why I love my job as a wealth advisor. First, I am blessed with two parents, each very different, who have taught me important lessons. My dad was my business mentor and taught me to work within a team, to develop my teammate skills and my own, and to confidently step up and be a leader. He had a picture in his office of a big African lion with the caption “The Customer is King”. That has stuck with me.
My mom was my emotional mentor and in many ways is the biggest driver of my “why.” For her, friends are family and everyone else is a potential friend. She would do more for others than she would ever think to do for herself. I am incredibly proud of her and want to be remembered as she will be. I want to make an impact in people’s lives, to resonate over time, and to be a part of my friends’ families as well.
Having followed my dad into banking after university, I learned that money is just a tool, and some people are better tradespeople than others. I discovered I enjoyed working with clients who wanted to use their wealth to empower their goals, whether they be for their business, family or in pursuit of a philanthropic passion.
Many of them are clients today, but more than that, they are my friends. I know their kids and grandkids, their hopes, fears, dreams, and stresses. My role is to work with families to help them navigate what can be a very complex world of investments, tax and risk management. I strive to show them how to use those tools we have helped them develop (the investment portfolios) to build and realize those hopes and dreams with minimal impact of fear and stress.
The work that I do today with families has a ripple effect that will hopefully extend for generations to come. That’s important to me. We’ve also built our own business succession plan to mirror this future impact and to be able to continue working with families across generations. If we do this right, we’ll leave a legacy of goodwill and, more importantly, I’ll have a lot of great people that I consider family.