Greg Roscoe
Greg Roscoe, CIM® Financial Advisor, Portfolio Manager

Greg has been a financial advisor since 1999. Greg is a licensed Portfolio Manager, holding the Chartered Investment Manager (CIM) designation.

Greg holds a Bachelor of Commerce degree from the University of Ottawa, majoring in Marketing with a minor in Finance.

Greg is also license in over 10 US states and advises both American residents and Canadians who hold US retirement accounts from time spent working in the US.

Greg is a strong believer in giving back to his local community and actively supports the University of Ottawa Heart Institute, Royal Ottawa Hospital and the Ottawa Food Bank.

Greg's family has been in Ottawa for many generations. He is happily married to Lisa, and they have two teenage kids who manage to drain their energy - in a good way.

During his spare time Greg enjoys playing golf, tennis and skiing when the time allows.

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