Our Team

Greg Roberts has been in wealth and investment planning for thirty years. He is fully certified and licensed under the Financial Service Commission of Ontario (FSCO), Investment Funds Institute of Canada (IFIC), and Canadian Securities Institute (CSI). Over the years, he has been the recipient of several industry awards for wealth-management, asset, and insurance-based growth.

Greg’s career began in 1992 with Prudential Financial, and in 1995, he opened his own insurance and investment brokerage, Roberts Pro Wealth. Greg is committed to excellence in service and values the relationships he builds with each client. As a result, he delivers a personalized financial plan, unique for each client’s needs, to ensure they reach their financial goals. Greg works extensively with high-net-worth individuals and businesses. He believes that collaboration and strategic planning with other financial and legal experts can be highly beneficial and is in the best interest of his clients.

Greg has been married for thirty years and has four children. He and his wife are long-term, dedicated members of the Stouffville community.

*Insurance products available through Gregory Roberts.

Kerry Roberts began her professional career as a caseworker for Durham Region’s Social Services Department, where she worked for five years before committing to full-time motherhood. In 2015, she joined the Roberts Pro Wealth team. Her initial responsibilities included office administration and bookkeeping. In 2016, she accepted the position of Business Manager and is responsible for the administration of group benefits, account payable and receivable, and office management. Kerry, Greg, and their four children are long-term, dedicated members of the Stouffville community.

Sherry Zaman has been in the financial services sector since 1989. Greg and Sherry have worked together since 2000, and in 2013 she officially joined the Roberts Pro Wealth team. Shortly thereafter, she accepted the role of Client Service Manager. As such, she is responsible for and dedicated to overseeing every aspect of client care, including processing of insurance and investment applications, client service, and contact management. Sherry is committed to ensuring each client’s needs are met in a thorough and timely fashion. When not working, Sherry enjoys crafts and scrapbooking. She currently resides in the Markham area with her husband and daughter.

Abigail specializes in client services and sales support. She ensures a seamless client experience by assisting with account management, responding to inquiries, and coordinating financial solutions tailored to individual needs. With a strong background in customer relations, Abigail is dedicated to providing exceptional service, maintaining clear communication, and supporting the advisory team in delivering personalized wealth management strategies. She plays a key role in processing transactions, preparing client reports, and ensuring all financial documentation is handled with accuracy and efficiency. Passionate about helping clients navigate their financial journey, Abigail is committed to fostering long-term relationships built on trust, reliability, and outstanding service.