Greg Stanley

LICENSING

Licensed under the Mortgage Brokers Act. Extensive background in finance, insurance and investment products. Certificate in financial planning by The Canadian Institute of Financial Planning and awarded the designation of Chartered Financial Planner. Awarded by the Financial Planners Standards Council of Canada to be licensed as a Certified Financial Planner. Certificate from The Faculty of Commerce and Business Administration of UBC and the Real Estate Council of BC as a real estate salesman and sub-mortgage broker and through The British Columbia Real Estate Association completed the ‘Applied Real Estate’ course. A member of the Mortgage Brokers Association of BC.

Over 22 years in the financial services industry. A licensed Certified Financial Planner able to create estate, retirement, and financial plans for clients. Uses mortgage products to consolidate and refinance current debt financing.

Managing Director of Nitec – a Canadian and national insurance marketing agency – from Coast to Coast.

SPECIAL MARKETING

Television Appearances - guest of the Daily Edition Chek 6 program on insurance and estate planning; Rogers Cable on taxation & insurance.

Radio guest on CKDA on insurance matters.

Contributing writer for the MONEY column - Elder Statesman, Today's Times, Times-Colonist; Calgary Herald, Saanich News & Island Parent Magazine.

Seminar Work - have given numerous seminars to large groups of people.

Effective communication training, listening to and understanding a customer's needs, effective writing
skills, extensive advertising & promotion marketing, customer relations & seminar work; able to work with ‘young’ and 'aging' cliental base and discussing special needs and concerns in retirement income planning; debt consolidation, mortgage financing and able to discuss needs on the family level.

Empathy for client’s viewpoints on financial health concerns, money matters, investments, mortgages, travel, flying (private pilot), sailing & cruising, scuba diving, construction & design, artwork, networking, charities, people skills.

• Able to function effectively in busy environment
• Experience dealing with all forms of cliental
• Patient and sensitive toward others
• Recognized as friendly and empathetic
• Work well independently and as a team member
• Excellent work habits and attitude
  

Single father.Enjoys the challenge of being a supportative and nurturing parent.

An avid sailor for the past 13 years, sailing throughout the Pacfic North West from Seattle to Desolation Sound, British Columbia, with his sailboat called ‘Dreamer’.

Since 1992, when he earned his private pilot’s licence he has been flying throughout Canada and the United States, while being a member of the Victoria Flying Club – a club whose members own over a dozen aircraft that we can use anytime.

Director of the Cordova Bay Association – a group responsible for reviewing subdivision, zoning, and other community issues affecting the public in municipality of Saanich in the prestigious Cordova Bay region.

He enjoys instructing other mortgage brokers with the knowledge he has learned over his extensive years in the financial services industry.

Making the Decision - History of Reverse Mortgages - How to use the Money

British Columbia - Alberta - Saskatchewan - Manitoba - Ontario - Quebec - New Brunswick - Newfoundland - Prince Edward Island - Nova Scotia