Greg Carter CEBS, CFP, CHS

Greg Carter CEBS, CFP, CHS
Group Benefits Consultant

 Background & History

Greg was born and raised in Peterborough, Ontario and earned a Bachelor of Commerce degree from McMaster University in 1995.  In 1997, he entered the Financial Services Industry with a leading Canadian Group Insurer and relocated to Kelowna two years later with the same organization as Regional Employee Benefits Sales Manager.   In May of 2011, Greg joined the Peacock Sheridan Group as a Benefits Consultant and focuses on providing Employee Benefit programs that are relevant, valuable and sustainable.

Professional Industry Designations & Accomplishments

Life Insurance/Accident & Sickness licensing accreditation – November 2000
Registered Employee Benefits Consultant (REBC) designation – January 2002
Group Benefits Associate (GBA) designation – June 2002
Certified Financial Planner (CFP) designation – February 2004
Registered Health Underwriter (RHU) designation – November 2004
Certified Health Insurance Specialist (CHS) designation -  November 2011
Retirement Plans Associate (RPA) designation - December 2011

Certified Employee Benefit Specialist (CEBS) - Dec 2012

Member of Advocis - The Financial Advisors Association of Canada