Greg is the President and Owner of Jonathan Financial Inc., specializing in retirement, tax, and estate planning since 1987. However, his influence extends far and wide as a founding member of the Conference for Advanced Life Underwriting (CALU) and as a past president of the Canadian Association of Insurance and Financial Advisors. He
has also served as a member of the Retirement Planning Steering Committee in Ottawa. As a Senior Partner, he extends TouchStone’s reach and capabilities into every corner of the Western Hemisphere, including North and South America as well as Latin America.