Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Seafire Investments, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

Seafire Investments prioritizes exceptional, personalized service, treating every client as an individual with unique goals and needs. By focusing on building trust and fostering meaningful relationships, we ensure each client feels valued and supported. Our client-first philosophy drives every decision, ensuring strategies are tailored to achieve meaningful outcomes and long-term financial success.
Honesty, transparency, and ethical practices are the foundation of Seafire Investments. Our team is committed to providing clear, unbiased advice and open communication at every step of the financial planning process. By consistently putting our client’s best interests at the forefront, we create a trusted partnership that inspires confidence and builds lasting relationships.
At Seafire Investments, staying informed and knowledgeable is a top priority. Our team continually tracks industry trends to provide expert guidance that reflects the latest developments. By offering up-to-date strategies and empowering clients through education, we ensure every decision is well-informed. Our commitment to education fosters confidence and helps clients achieve their financial goals with clarity and assurance.

Timeline

1999 – 2001

Greg served as a Member Financial Manager CUA Credit Union Atlantic, assisting clients with banking and financial products, providing financial guidance, and helping members achieve their financial goals.

2001 – 2003

Greg worked as a Financial Advisor at Dundee Securities, offering investment advice, managing client portfolios, and developing financial strategies tailored to individual client needs.

2003 – 2007

Held the role of Financial Advisor & Branch Manager at Global Maxfin Investments, advising clients on investments and financial planning while also overseeing branch operations, compliance, and business development.

2007 – 2023

He acted as a Financial Advisor & Branch Manager at Keybase Financial Group, providing comprehensive wealth management solutions, leading a team, and ensuring the branch met client service and regulatory standards.

2023 – Present

Greg currently serves as a Wealth Planner at Optimize Wealth Management, specializing in holistic financial planning, wealth management, tax strategies, and estate planning to help clients achieve their long-term financial goals.

Supporting our community

Seafire Investments is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future and ensuring every child has access to quality education.

Advancing pediatric health is a priority for Seafire Investments. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for Seafire Investments. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.