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Gregory Lawrence, CFA, CPA, CMA, FEA

VP Wealth Management

Over the course of more than 25 years working in the capital markets, with the bulk of his career on an institutional trading desk, Gregory has developed a sophisticated and holistic understanding of investing. His expertise has been crafted by decades spent analyzing investment opportunities, portfolio management techniques, and financial markets. In that time, he has developed a trusted reputation of working closely with families to help them achieve financial objectives that are in line with their goals, values and risk tolerance. 

Gregory’s focus is on helping senior professionals, business owners and athletes, who often come to him at a point of transition in their careers’. With the objective of providing a comprehensive and sophisticated suite of services to families, Gregory has created closely knit network of external professionals that can assist clients in finding their next career opportunity. This community includes employment lawyers, career strategists, executive coaches, executive recruiters and mental health professionals. 


Gregory holds the Chartered Financial Analyst, Chartered Professional Accountant and Certified Management Accountant designations and is an active member of the CFA Institute, CFA Toronto and CPA Canada. Gregory's dedication to professional education an self-improvement has led him to be awarded the Family Enterprise Advisor designation by the Family Enterprise Xchange. 

On a personal level Gregory is an adoring father to 2 amazing children. Gregory proudly serves on the board of directors of Reconnect Community Health Services which is a publicly funded mental health and addiction organization. He has spent 30 years studying and training in various martial arts and holds a black belt in karate.  Gregory is also an avid snowboarder, scuba diver, private pilot and yoga practitioner.