Greg Sykora
CFP®, CIWM, FCSI®, CIM®
Financial Planner & Partner
Greg’s mission is to bring simplicity to complexity. Whether it’s addressing the fear of outliving savings, understanding why wealth isn’t growing as expected, or finding the balance between life and business, Greg leads with empathy, experience, and results.
Biography
Meet Greg Sykora: Business Owner Retirement Specialist
Only 1 in 10 business owners feel confident about their retirement plan, a statistic that drives Greg Sykora’s passion for financial planning. With over 15 years of industry experience, Greg helps business owners navigate the complexities of wealth protection, tax-efficient growth, and life after business ownership.
But what sets him apart is his personal insight: he’s a business owner himself and understands the challenges his clients face every day.
Expertise
What Greg Brings to the Table
- Strategic, evidence-based wealth building: Greg replaces costly, underperforming investments with streamlined, data-driven strategies that have helped clients grow their wealth 10–20% more efficiently than industry averages.
- Maximized retirement income planning: He develops personalized plans to optimize post-retirement income, drawing from both investment portfolios and government benefits—ensuring clients make the most of every dollar.
- Time-saving financial leadership: By managing the details of financial planning, Greg frees business owners to focus on their companies, families, and long-term goals—without sacrificing financial clarity.
Outside the Office
When he’s not crafting financial strategies, Greg is a passionate Buffalo Bills fan and fantasy football enthusiast. His analytical mindset and competitive spirit extend beyond the field, fueling his commitment to helping clients succeed.
Credentials
Greg is a:
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Fellow of the Canadian Securities Institute (FCSI®)
He is among just a few thousand professionals in Canada with this advanced expertise.
Greg Sykora
CFP®, CIWM, FCSI®, CIM®
Financial Planner & Partner
Credentials
Greg is a:
- Certified Financial Planner (CFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Fellow of the Canadian Securities Institute (FCSI®)
He is among just a few thousand professionals in Canada with this advanced expertise.
Ready to Experience the Sykora Difference?
With Greg Sykora as your financial planner, you gain more than expertise, you gain a partner who understands your journey and is dedicated to guiding you through every stage of it.