About Greg McLinton

Greg R. McLinton is a seasoned 30-year plus financial industry veteran with an outstanding work ethic and an intense drive.

A devoted husband and proud father of three wonderful children, Greg strives to balance his family life with his investment career.

Professionally, Greg is a Chartered Accountant (CA), a Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).

Throughout Greg’s distinguished career, four success factors best describe the foundation of his relationship with clients: integrity, accountability, passion for helping his clients achieve their goals, and a relentless pursuit of generating returns for them.

Each client is unique and Greg tailors the management of each client’s investment portfolio in keeping with their objectives and risk comfort level. All recommendations are made on a risk versus return basis, as Greg believes that protecting and growing his clients’ wealth are equally important.

Claire Kerr has been an administrative assistant at Raymond James for over 2 years. After graduating from Algonquin College’s Early Childhood Education program, Claire went on to teach in Ottawa and Costa Rica. Before Raymond James, Claire had established herself as a successful small business owner of a children’s toy store and was nominated for the Women’s Business Network of Ottawa’s 2015 Entrepreneur of the Year category. Her experience in the various industries allows her to offer prompt attention and exceptional care to client needs.