Gregory Kippers, CFP, B.COMM

Wealth Advisor, Scotia Wealth Management

About Gregory Kippers, CFP, B.COMM

Greg’s business is founded on creating a superior, client-focused experience. With a passion for helping others, he is able to create a space for peace of mind and trust through a proven, integrated wealth planning process for clients, families, and business owners. Through this process, he incorporates investment management, tax efficiency, insurance strategies, estate planning, and leveraged solutions by working with a team of specialists across Scotia Wealth Management. His integrity, sound judgement, and leadership have earned him the respect of those he works with and for.

Born and raised on the outskirts of Ancaster, ON, Greg grew up on a countryside property surrounded by farmland. Having worked on a farm and in a manufacturing business early on in life, Greg had a hard work ethic instilled in him at a very young age. In that time, he developed an understanding of what a hard-earned dollar is and can be used for. Along with working with his clients, volunteering with local organizations and spending time with his family and friends are some of his favourite things to do. Greg is an avid golfer, and also enjoys playing in various hockey, soccer, and squash leagues.

 

Typical Clients

Greg and his team take pride in having the expertise and resources to be able to work through complex wealth planning needs for families, individuals, business owners, professionals and non-for profits alike. This may involve cash flow planning, investment management, estate planning, philanthropic giving, tax planning, insurance strategies, and business succession planning.