Tim Greengoe

Vice President and Estate Planning Specialist

Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.

In addition to a bachelor’s degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.

Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Sam.

Contact information