Jeff Gregory BA CFP CLU CHS EPC

Jeff Gregory BA CFP CLU CHS EPC Jeff Gregory BA, CFP, CLU, CHS, EPC
Certified Financial Planner Jeff Gregory is a Certified Financial Planner (CFP) and Certified Life Underwriter (CLU).

He is licensed to sell life and health insurance in the province on Ontario through Desjardins Financial Security Independent Network. Jeff is registered to offer mutual fund investments in Ontario and British Columbia through Desjardins Financial Security Investments Inc.

Happy International Thank You Day.  I want to thank my partner in life Stacey Zita, my kids, my parents for tolerating m...
01/11/2022

Happy International Thank You Day. I want to thank my partner in life Stacey Zita, my kids, my parents for tolerating my bad Dad jokes. Thank you to my clients. You make my job fun. Thank you to my friends for being a support system when I need one. Thank you to my colleagues for their constant push to make me a better advisor. Thank you for reading this. Take a moment and give a heartfelt thank you to someone you have not done so in a while. I'm sure you will get a thank you back.

January 11 is International Thank You Day, the most polite day of the year

Today is National Trivia Day.  I really enjoy trivia games and try to play a few games with the family throughout the ye...
01/04/2022

Today is National Trivia Day. I really enjoy trivia games and try to play a few games with the family throughout the year to keep those bonds strong in busy days, weeks and months. What is your favourite trivia game? Hard to not like Trivial Pursuit, but I found Beat the Parents a great game. Try it with your kids. A great game to make you feel old.

Happy New Year from my family to yours.  May 2022 provide amazing memories, stories to be retold and slow down a little ...
01/01/2022

Happy New Year from my family to yours. May 2022 provide amazing memories, stories to be retold and slow down a little because 2021 sure seemed like it went by quickly. I guess a little smell the roses in 2022......

Wishing everyone a safe and happy holiday season and a 2021 that allows us to evolve back to some normal socialization. ...
12/23/2020

Wishing everyone a safe and happy holiday season and a 2021 that allows us to evolve back to some normal socialization. Stay safe and cheers to a prosperous 2021.

For all parents with children under 12 years old and under 21 if children with special needs, the Ontario government is ...
11/30/2020

For all parents with children under 12 years old and under 21 if children with special needs, the Ontario government is asking for parents to complete an online application to receive $200 per child and $250 for children with special needs. Only one parent can apply. Deadline is Jan 15, 2021. Please see the link below.
Apply for Support for Learners funding (gov.on.ca)
https://www.iaccess.gov.on.ca/SupportForLearnersWeb/public/index.xhtml

04/24/2020

Hello. If you are interested in attending the webinar, please see the details to get on the session below. Have a great and safe weekend.

DATE: Monday, April 27th
TIME: 2:00 PM
You can join the meeting in a number of ways:
Please click the link below to join the meeting:
Join Zoom Meeting
https://manulife-johnhancock.zoom.us/j/96682236325

One tap mobile
877 853 5257,,96682236325 # (US Toll-Free)
855 703 8985,,96682236325 # (CAN Toll-Free)

Dial by your location
877 853 5257 (US Toll-Free)
855 703 8985 (CAN Toll-Free)
Meeting ID: 966 8223 6325

Hello everyone.  Happy to announce a special webinar for my contacts with Philip Petursson, chief investment strategist ...
04/20/2020

Hello everyone. Happy to announce a special webinar for my contacts with Philip Petursson, chief investment strategist from Manulie Investments. April 27th 2pm-3pm. Please cut and paste Zoom details in calendar. If you market and economic questions please email me. Any individual specific investment questions please reach out to Brittany or I to set up a time to discuss. Stay safe.

I don't post often, but want to let everyone know that I am available via all media outlets.  Zoom, what's app, facetime...
03/30/2020

I don't post often, but want to let everyone know that I am available via all media outlets. Zoom, what's app, facetime, etc. 20 years in the business I have enjoyed the face to face interaction, now you just get to see the inside of my living room while we meet. Please reach out if you have concerns, need some guidance or other questions during this period. Please be safe and I look forward to connecting soon.

If you have any questions,please give me a call 416-948-2472!
02/05/2020

If you have any questions,please give me a call 416-948-2472!

Address

5070 Dixie Road
Mississauga, ON
L4W1C9

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