About

As the President of Grieco & Sachs, I have built a team that has the experience, expertise and longevity to mentor you on this journey to achieving your goals.

Working with me will help you make informed financial decisions. Let me help you build your savings, protect your family from unexpected financial burdens, and retire your way. 

Since I began my career in 2009, helping Clients understand their personal situation and build a holistic strategy towards generational wealth has been my passion. It’s the reason I began my career in finance.

As a Chartered Life Underwriter, I specialize in insurance, estate planning and wealth transfer strategies. Let's begin your legacy.

I became a part of the team at Grieco and Sachs Financial Solutions For You in the Fall of 2021, following my graduation from the Financial Planning Program at Conestoga College.

I began my career as a Service Associate. In this role, I became familiar and experienced with the administrative operations of the business. Since then, I have transitioned into an Associate Advisor role. Now, I am able to provide insurance and investment advice to Clients.

I have a passion for helping people achieve their financial goals and protect what is most important to them.

I began my career at Sun Life in March 2000. One of my first assignments was to help Sun Life employees chart their financial paths. This foundation gave me experience in projecting employer retirement plans, along with government and personal savings, to explain a Client's potential retirement income.

My expertise has helped me gain a reputation for assisting employees of any company to pursue and protect their financial dreams. My in-depth knowledge of pensions, group savings plans and retirement options sets me apart from other advisors and helps to maximize Clients' comprehensive financial planning options.

I began as an Administrative Assistant for a non-profit in Toronto; learning the fundamentals of organization and clerical duties. Eventually, I moved to Kitchener-Waterloo where I managed a restaurant for a number of years. I found great satisfaction working in a team environment and interacting with customers. In addition, this position allowed me the opportunity to learn about aspects of business operation and human resource management.

Currently I oversee the operations and administrative duties at our office in Belmont Village. My goal is to ensure you are provided top notch service at every turn. Stop by and say hi to me at the front desk!