Greg Morrow

Greg Morrow, BA (Economics), CGA

Independent Wealth Management, Head of Business Development

Greg Morrow is the Head of Business Development with IP Strategies at Canaccord Wealth Management.

Greg provides leadership and managerial oversight to the team. He brings more than 20 years of financial management and tax planning experience to the IP Strategies. Greg provides independent analysis of corporate and personal holding structures. Through detailed analytical charting he offers advice on how clients can find the best fit for their fully integrated plan.

Prior to joining IP Strategies Greg managed and owned a highly successful accounting practice in Ottawa. This experience has given him detailed knowledge of the numerous taxation and structuring challenges facing individuals and business owners alike. Previously, he worked as a Controller for Pitney Bowes Canada head office located in Toronto, Ontario. Further, Greg’s expertise in taxation and accounting was sought to teach undergraduate business students in Ottawa.

Greg graduated from Carleton University, with a degree in Economics. He holds the professional designation of CGA. While he is trained in auditing and management, his expertise lies in finance, taxation, and business strategy. His detailed analysis and process of sifting through client financial documentation is the foundation for providing accurate financial strategies.

Greg has been active in community, offering his expertise through roles as Treasurer of many community events including popular and successful local music festivals. In continuation of Greg’s discipline, energy and desire to “not let anything get away on him” it is not surprising that he so keenly enjoys playing competitive level soccer, in particular his position of goal keeper.

About our Family Office.