Gregory Pesic
About Gregory Pesic
Gregory Pesic is a Senior Assistant at IG Wealth Management and a financial analyst at Halton Region, with extensive experience in financial strategy and client management. He specializes in optimizing clients' financial outcomes, particularly for high-income earners, and has a background in finance education and various financial roles.
Work at IG Wealth Management
Gregory Pesic has served as a Senior Assistant at IG Wealth Management since 2020. In this role, he has contributed to a team that focuses on understanding the financial drivers of clients, particularly those with ultra-high-income earning potential. His responsibilities include assisting clients in leveraging their peak income years to maximize savings and optimize net worth. He works with a diverse client base, including senior managers, VPs, tech professionals, and incorporated practitioners.
Current Role as Financial Analyst
Since 2019, Gregory has also worked as a Financial Analyst for Halton Region in Oakville, Ontario. In this position, he has been involved in analyzing financial data and providing insights that support the region's financial planning and decision-making processes. His focus includes minimizing tax leakage and optimizing borrowing ability to help clients accumulate assets and create income.
Education and Expertise
Gregory Pesic studied at the Corporate Finance Institute® (CFI), where he achieved the Financial Modeling & Valuations Analyst (FMVA)® certification from 2018 to 2019. He also attended Sheridan College, earning a degree in Finance from 2015 to 2018. His educational background equips him with the skills necessary to convert complex financial strategies into clear solutions for clients, focusing on cash-flow management, executive compensation, and tax planning.
Previous Experience
Prior to his current roles, Gregory gained valuable experience in various positions. He worked as an Executive Assistant Intern at FirstOntario Credit Union from 2017 to 2018 and served as a Financial Coordinator for YogaFest from 2016 to 2017. Additionally, he worked as a Customer Service Representative at Longo's from 2010 to 2014. These roles contributed to his understanding of financial operations and client service.