You deserve an advisor with whom you can trust. We'll provide you with the most comprehensive financial planning solutions that suits your needs.
Our guide to a multi-level financial planning solutions that makes sense.
I am Greggy Bartolome, Filipino, migrated in 2010 from the Philippines. I came here as a temporary foreign worker as a cook at Boston Pizza in Prince Albert, SK. I came here out of poverty and brought here a dream of having the financial stability to provide for his family. I have attained my residency and my Canadian citizenship together with my family. That is when I started to pursue my dream to become someone who's good at managing finances.
I have the passion to help others achieve their financial freedom. I used my knowledge and skills in business math to pursue my long-time dream and started as an Insurance broker in 2014. While doing my job of helping people, I have found that I needed to learn more in order to help more.
Jurisdiction Disclaimer: Greggy is a Certified Financial Planner®, Certified by FP Canada™ and Real Wealth Manager RWM™️ have full life insurance licensed in the provinces of Saskatchewan and Ontario
Here's few reasons why you should partner with a highly professional like him.
He has a duty to act diligently with fairness and provides an honest and transparent fiduciary benefits to his clients.
He has the necessary ability, knowledge and skill to do something successfully. Committed to provide unbiased advice.
He is dedicated to provide advice that is solely specific to each individual and looks at the biggest picture.
We help our clients build the capabilities that help them achieve sustainable advantage.
Let's chat so we can learn more about each other and see if I would be a good fit to help you with your financial goal!
"Life is complicated and figuring out how to reach your goals can be overwhelming. There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently."
I'm satisfied with Greggy's service. And Greggy is professional, in a way, he calls and update you regarding your investment, and other services.
-Karen Anggaco - Happy Client ⭐⭐⭐⭐⭐
Greggy is professional and knowledgeable in his field. He is very thorough and detailed. Highly recommend him.
-Maya Laxamana - Happy Client
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Very good and reliable, he deliver and explained well the way I want to understand the policy. I strongly recommend him as a good financial advisor.
Rizalina De Guzman - Happy Client
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Greggy is always helpful and always available when I have a question regarding my policy. He is very professional, friendly and care about his clients and I highly recommend him.
He always responds quickly to all my questions and concerns. He's been great about getting all he needs to know about the situation and present me with insurance options that meets my needs and with great rates I highly recommend him.
-Janet Laxamana - Happy Client ⭐⭐⭐⭐⭐
Greggy Bartolome has been my Financial Advisor for three years now. He is accommodating and offered financial advice based on my parent's investment objective and family needs. My parents are the payor, and I am the beneficiary.
I was just 18 years old when I signed up for my financial need. What I like best is, Greggy keeps regular contact even in his busy schedule.
He is very knowledgeable and professional. He clearly explains my options as a young adult. My parents and I feel that he genuinely cares for us! For this, we are so thankful. He's excellent at what he does.
Toto Louis Centina - Happy Client
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