Greg Muldoon, CFP® CIM®
As a CERTIFIED FINANCIAL PLANNER® and Portfolio Manager with Mandeville Private Client Inc., Greg leads a dynamic and comprehensive wealth management practice. Supported by a team of experienced specialists, he delivers advanced financial planning strategies and tailored wealth protection and transfer solutions for physicians, business owners, and executives.
Greg earned his Honours Bachelor of Commerce with a specialization in Finance from the Michael G. DeGroote School of Business at McMaster University. He holds both the CFP® and Chartered Investment Manager (CIM®) designations, is a member of the Financial Planning Standards Council of Canada, and is licensed to provide life insurance solutions.
As a Portfolio Manager, Greg is held to the highest fiduciary standard in the industry. This designation allows him to offer discretionary investment management, meaning he can make timely, informed decisions on behalf of clients. This not only enhances efficiency but also ensures portfolios remain aligned with clients’ goals, risk tolerance, and market conditions. It’s a level of service typically reserved for institutional investors and high-net-worth individuals, and it significantly elevates the value and responsiveness of our practice.
Greg began his career in 2002 with a leading national financial services firm, where he quickly rose to Division Director and Senior Financial Consultant. At its peak, his Ancaster division included 26 consultants and staff. In 2013, he sold the division to refocus on his true passion—working directly with private clients.
His disciplined, institutional-style investment philosophy mirrors the strategies used by pension funds and ultra-high-net-worth families. By offering access to premier private and public investment opportunities, Greg helps clients build, preserve, and transfer wealth across generations.
“My clients value the time I take to truly understand their personal goals and circumstances. This deep understanding allows me to craft customized plans that help them achieve their dreams and aspirations.