Greer is grateful for the opportunity to serve her community as part of the Anderson Cummings Wealth Advisory|BMO Private Wealth team. She earned her B.Comm. in International Business from UVIC in 1998 and her MBA in Management Information Systems from Simon Fraser University in 2000. She has been immersed in the financial services sector her entire career; the last 25 yrs with BMO Nesbitt Burns|Private Wealth. She is passionate about helping people navigate the global capital markets to realize sustainable financial solutions that reflect their unique circumstances and provide confidence and peace of mind.
Greer has been a member of the Responsible Investment Association RIA for over 15 yrs, and completed her CFA certificate in ESG investing in 2022. Related passions include her family, husband Brian, an energy solutions specialist, sons Aedan & Zach, and supporting all of their endeavours. Greer helped found a local Montessori program and remains active in support of french immersion programs in her community, an extension of her commitment to her family and cultural heritage. Greer is an avid yogi; always grateful for the humility, discipline, and perspective the practice brings to her relationships and pursuits.