Greg Headshot

Greg Mervar,

CFP®, BA Economics Wealth Associate

Greg is a seasoned investment professional with a Bachelor of Economics from the University of Toronto. His extensive background spans investment management, trading, financial planning, and client relationship management. Greg thrives on complexity, which fuels his dedication to serving clients on both sides of the Canada-U.S. border.

At Perreira Wealth Advisory, Greg’s role as a Wealth Associate involves monitoring markets, preparing client portfolio reviews, and providing valuable financial planning insights. He is well-versed in the unique challenges that our clients face and skillfully manages their accounts.

Licensed to trade in both Canada and the U.S., Greg has completed the Canadian Securities Course (CSC) and Series 65 and holds the Certified Financial Planner (CFP®) designation. He is committed to continuous learning through ongoing education to keep his licenses and skills current.

Greg enjoys camping, cycling, listening to music, and spending quality time with his loved ones outside of work.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.