About Us

JD Greenberg, CPA, CA, TEP, MBA, CFP

During his 13-year tenure with one of the largest financial institutions in Canada, JD Greenberg demonstrated his unique value proposition in the developing space of wealth management and financial planning. In that time he designed, built and led the most successful, accomplished and respected wealth management advisory team on “the street”. Some of the key successes included:

• Economies of Scale: Building a large, high performing team of accountants, lawyers, technology and financial planning professionals to support multiple sales force advisory needs and create leading edge financial planning and wealth management content;
• Efficient Access, Distribution and Delivery: Designing and deploying a successful, scalable, sustainable industry-leading wealth management sales support and advisory services delivery model;
• Cost-Effective Customization of Relevant Content Across Businesses: Creating a comprehensive and universally applicable library of content, consisting of over 400 articles and publications to support four distinct sales forces;
• Payback through Investment in Key Sustainable Assets: Establishing and maintaining a content management system that successfully protected  the long-term value of the content produced;
• Innovative Tools & Technology: Developing and introducing a combination of innovative systems including: telecom call intake and distribution, activity tracking, reporting and management, as well as content creation and delivery systems.  These facilitated continuous leadership, mentoring and evaluation of the team’s performance and effectiveness.

Our commitment to an integrated wealth management and financial planning philosophy ensures that we help you respond to clients’ unique interests in a meaningful and credible way.

Affiliations:
• Chartered Professional Accountants Canada (CPA)
• Chartered Professional Accountants Ontario
• The Illinois Board of Examiners (IBOE)
• Financial Planning Standards Council of Canada (FPSC)
• The Institute of Chartered Accountants in England and Wales (ICAEW)

Industry Volunteer Activities:
• Canadian Securities Institute (CSI) – volunteer reviewer of credentialing exams.

Errors & Omissions Insurance:
• We maintain Errors & Omissions Insurance in the event that financial restitution is required due to an error or omission in work that is produced.

Through PAISLEY PARACHUTES INC. we offer this unique combination of experience, expertise and capability to you. No matter why you need us, we will be there as your discrete and trusted partner to help you succeed in elevating your sales forces’ wealth management and financial planning capabilities.