Greg Sykora

Biography

Only 1 in 10 business owners feel confident about their retirement plan—and that’s exactly why Greg Sykora does what he does. As a Financial Planner, Partner, and business owner with over 15 years of experience in the financial industry, Greg specializes in guiding retiring business owners through the complexities of wealth protection, tax-efficient growth, and life transitions, helping them focus on what truly matters.

Greg’s passion lies in solving the problems that often keep business owners up at night—whether it’s the frustration of underperforming investments, the constant balancing act between work and personal life, or the uncertainty around having enough saved for retirement. His mission is clear: to simplify the complex and empower business owners to move forward with confidence.

Expertise

• Wealth Building, Simplified: Greg helps clients build wealth 10–20% more efficiently by replacing expensive, underperforming investment products with cost-effective, evidence-based strategies.
• Retirement Income, Maximized: He designs custom strategies to optimize after-tax income from investment portfolios and government pensions, ensuring clients get the most from their retirement savings.
• Time, Reclaimed: By removing the burden of financial planning, Greg gives business owners more time to focus on what matters most—their business, their families, and themselves.

Greg holds multiple industry-leading designations including Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI®)—a designation held by only 3,500 professionals in Canada.

Beyond the credentials, Greg brings a relatable perspective as a business owner himself. He understands the unique financial challenges his clients face and brings clarity, strategy, and peace of mind to their planning journey.

When he’s not working, Greg enjoys cheering on the Buffalo Bills and staying competitive in fantasy football. But his true passion is helping business owners protect their legacy, grow their wealth, and prepare for the next chapter of life.