Gregory and his team take a holistic approach to wealth management with their clients focusing on working with UHNW families who own and run family businesses. The team leverages the resources of RBC Dominion Securities Private Client Service Team to bring qualified consultants to sit with their clients and address the common succession planning, family governance and cross-border issues that they may face in a successful family business. Gregory also develops investment strategies and manages portfolios tailored to meet individual needs and objectives; offering a highly personalized experience for each client.