Greg Polci

Director of Client Solutions

Greg has over 20 years of experience working in corporate finance and business valuation roles within large companies. He has recently joined First York as Director of Client Solutions, focusing on the many challenging financial aspects of succession and estate planning for large family businesses.

Greg will be supporting the First York team in creating strategic solutions to address complex client needs including liquidity, equalization of assets, banking and related financial issues. His work is directed at presenting the various options clients may have to resolve each family's particular set of circumstances and priorities.

Greg has an MBA from Schulich and a distinguished resume with experience working with executives and bankers across the energy and financial services businesses. He has led high level corporate and growth planning and has been a key financial leader and analyst on some of the largest and most innovative deals and projects in Canada. Greg will be bringing this wealth of experience and applying it to assist our family business and estate planning practice, as he works towards obtaining his CLU designation in 2026.