Greg Mussenden, CFP, RFP, EPC

Certified Financial PlannerTM
Life Insurance Agent, Summit Financial Planners Inc. | Mutual Funds Representative, Manulife Securities Investment Services Inc. 

Greg Mussenden

"My ultimate goal is to provide peace of mind through out the financial planning process"

Greg began his career in the financial planning industry in 1986 and two years later Greg and his partners founded Summit Financial Planners Inc. He has been able to offer mutual funds since 1987 and became licensed to handle life & disability insurance in 1987. Greg became a Registered Financial Planner (R.F.P.) in 1995, received his Certified Financial Planner (CFP) designation in 1996 and his Chartered Financial Planner designation in 1997 and his Elder Planning Counsellor designation in 2013.

Choosing an advisor is an important life decision that you shouldn’t rush into. That’s why Greg takes the time to know you, clarifying your objectives and developing a financial plan tailored to your specific needs. He then implements solutions that are personalized to your objectives and risk tolerance. Most importantly his job is to keep you focused on the long-term and avoid the pitfalls inherent with short-term distractions and market noise.

Greg works best with families, professionals and small business owners who are either in retirement or working towards retirement. His other areas of financial planning expertise include wealth management, insurance and estate planning. Behind Greg are the resources and expertise of Manulife Financial. He works with clients to simplify and enhance their lives and help them reach their financial and life goals so they can enjoy what’s most important in their lives.

He is a member of the Financial Planners Standards Council (FPSC), Advocis (the Financial Advisors Association of Canada), and the Institute of Advanced Financial Planners (IAFP) and Canadian Initiative for Elder Planning Studies.

Greg has volunteered as a Director on the Vernon Jubilee Hospital Foundation Board since 1997 and other community organizations. He is married to his wife, Dorothy and enjoys golf, running and wine tasting.

"I get tremendous satisfaction by working in partnership with our clients and see them reach their financial and life goals. How we achieve that is through integrity, objective sound advice and a clear understanding of each client's individual needs."

Faye Rolston
Executive Assistant, Manulife Securities Investment Services Inc. | Executive Assistant, Summit Financial Planners Inc.

Faye Rolston

Faye started in the financial services industry in 2001, obtaining her Administrative Assistant’s diploma in 2005 and joined Greg’s team in 2007.

Her efficient, enthusiastic and professional approach has proven to be invaluable in her role as Administrative Assistant. Faye works with a smile and takes pride to ensure Greg’s clients receive the best service possible.

Outside of work her interests include hiking, reading, photography and wood working.

"I am a firm believer in treating others the way I want to be treated; with respect, trust, care and understanding. I believe how I perform my job ultimately reflects on who I am as a person, so it is my goal each and every day to do my very best to provide our client’s with the best possible service."

Our Info:

Mailing Address:
#202 2540-53rd Avenue
Vernon, BC V1T 9W8

 

Phone:
Toll Free: 866-888-8448
Vernon: 250-542-5500
Kelowna: 250-862-8448

 

Fax:
250-542-0044