Greg Cunningham

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Disciplined wealth management focused on retirement

The emphasis of my practice is on advising individuals who are approaching retirement and creating personalized, tax-effective portfolios that generate a reliable stream of income through fixed income, dividends, and structured products.

My specialized expertise in generating predictable yield through fixed income solutions along with measured growth also resonates well with institutions, not-for-profit organizations and municipalities.

The bond market has changed considerably over the last few years and I am well versed in current strategies that make the most of fixed income investments to counteract the effects of inflation on your portfolio.

 

 

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 27 July 2026

Taking AI Inventory

As the market impact of AI becomes more pervasive, every portfolio is exposed, shifting the question from ‘How much AI?’ to ‘What kind of exposure?’ to ‘Where is my AI exposure coming from?'

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Investor Strategy - August 2026

Extra time

Markets have been rangebound over the past months. AI correction is weighing on markets, but good economic and earnings data is supportive.

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Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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