Get to Know Greg MacIntosh CFP® CLU® CHS® EPC®

Statera Financial Planners |

Why did you become an advisor?

I was looking for a career where I could be more in control of my time and income. I had always had an interest in this industry.


What are your goals as an advisor?

I love making a difference in people’s lives. I get great satisfaction in helping people achieve the goals they’ve dreamed of.


How do you measure success?

By how deeply we can positively affect someone’s life. This is a high calling.


What types of education are you pursuing?

I have just completed my Alternative Investing course. I am now looking into some new specific areas of study that will be most impactful to our clients.  


What would you say are your main personal values?

Integrity, honesty, and competency are the cornerstones to everything I strive for at work and in life.


What is your investment philosophy?

Our industry has a propensity for forecasting. However, advisors and portfolio managers will all deal with the known risks on a regular basis. It is, therefore, the unforeseen risks that cause major portfolio destruction. I believe these unforeseen risks are important risks to plan for within portfolio construction because they will happen, despite no one knowing when. I think it is always prudent to appreciate that there can be numerous possible outcomes regardless of what the crystal ball gazers believes will happen next.


What do you like best about being an advisor?

The satisfaction in seeing people succeed and knowing we had a hand in that.


What are your top three travel destinations?

  • Costa Rica
  • Okanagan
  • Caribbean


How do you give back to the community?

I volunteer for a local Not for Profit board and have been a volunteer soccer coach for the past 26 years.


What do you do for fun in your free time?

I am a soccer geek and will watch almost anyone play! My wife and I enjoy traveling and ‘getting into the local scene’ when we travel. Covid also reminded us to spend more time with family and friends.


What is the biggest milestone you hope to reach in 2023?

Our first full year as a new company! I am really excited where this will take us and see how we are becoming the Advisory Firm of choice because of how we blend detailed financial planning work and risk/investment management. We have a fantastic team and I am really excited to see what we all accomplish in 2023.