Greg Mussenden, CFP, RFP, EPC
Life Insurance Advisor, Summit Financial Planners Inc.
investment fund advisor, investia financial services inc.
"My ultimate goal is to provide peace of mind through out the financial planning process"
Greg began his career in the financial planning industry in 1986 and two years later Greg and his partners founded Summit Financial Planners Inc. He became licensed to handle life & disability insurance in 1987. Greg became a Registered Financial Planner (R.F.P.) in 1995, received his Certified Financial Planner (CFP) designation in 1996 and his Chartered Financial Planner designation in 1997 and his Elder Planning Counsellor designation in 2013.
Choosing an advisor is an important life decision that you shouldn’t rush into. That’s why Greg takes the time to know you, clarifying your objectives and developing a financial plan tailored to your specific needs. Most importantly his job is to keep you focused on the long-term and avoid the pitfalls inherent with short-term distractions and market noise.
Greg works best with families, professionals and small business owners who are either in retirement or working towards retirement. His other areas of financial planning expertise include wealth management, insurance and estate planning. He works with clients to simplify and enhance their lives and help them reach their financial and life goals so they can enjoy what’s most important in their lives.
He is a member of the Financial Planners Standards Council(FPSC), Advocis (the Financial Advisors Association of Canada), and the Institute of Advanced Financial Planners (IAFP) and Canadian Initiative for Elder Planning Studies.
Greg has volunteered as a Director on the Vernon Jubilee Hospital Foundation Board since 1997 and other community organizations. He is married to his wife, Dorothy and enjoys golf, running and wine tasting.
"I get tremendous satisfaction by working in partnership with our clients and see them reach their financial and life goals. How we achieve that is through integrity, objective sound advice and a clear understanding of each client's individual needs."
Executive Assistant, Summit Financial Planners Inc.
Ashley joined Greg’s team as Executive Assistant in March 2019. With a BBA from Trent University and more than 10 years of office-related experience, Ashley is equipped to ensure that Greg’s clients get the best possible service. Ashley has a passion for making people smile, and her efficient, enthusiastic and professional approach has proven to be invaluable.
When not in the office, Ashley is a dedicated wife and mother who loves spending time with her family; whether it be camping, hiking, paddle boarding, or cooking meals together.