Growing into
Your Future

Personalized Financial Services are how you achieve your goals with confidence.

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Caring For Your Financial Future

With over 10 years of experience, I am dedicated to helping my clients build a solid foundation for achieving their goals, planning for the future and creating the life they desire. Specializing in wealth management and life insurance*, I offer a personal touch and exceptional customer care to sow financial success.

 

**Investment products are offered by Daniel Greer in his role as an Investment Advisor with Worldsource Securities Inc., operating under the trade name Forest City Capital. Worldsource Securities Inc. is the sponsoring investment dealer and a member of the Canadian Investor Protection Fund www.cipf.ca and of the Canadian Investment Regulatory Organization www.ciro.ca. Insurance products and related services are provided by Daniel Greer independently of Worldsource Securities Inc. Please confirm with your advisor which entity you are dealing with for each of your products and services.**

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Connect With Me

Contact me today to build your family's financial future.