Greg Wise CIM, PFP

Playing sports from a young age, he spent countless hours on the field and in the gym trying to get a little bit better every day, enroute to being the best possible version of himself. This led him to Ryerson University, where he played for five years on the varsity men’s soccer team. Four surgeries in five seasons truly put him to the test. But he never quit, each time returning to the pitch even stronger than before.

After his final year, he decided to shift his focus to his next passion: investing and wealth management. Working with Will Simpson, he built his business one client at a time, quickly growing to become one of the youngest Portfolio Managers at a Big Bank firm. Constantly looking to improve and to best serve his clients, Greg earned both the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations.

Greg, Will Simpson and Keeley Simpson had always challenged the boundaries of what was possible in portfolio management, wealth planning and client communication. Together, they arrived at the conclusion that the only way to best serve clients was to operate as an independent fiduciary – and thus Aretec Wealth was born.

As Greg puts it, “As independents, we are unconstrained in how we build portfolios, deliver a better wealth planning experience, and better communicate with, and lead, our clients. We are not satisfied with anything that is ‘good enough,’ and so we continue to evolve and improve – every single day.”