Patricia Greco, CPA, CA, CFDS in

Patricia Greco, CPA, CA, CFDS

Evaluator · DISC type Csd
President and Founder at GRC Wealth Transition Solutions
📍 Uxbridge, Ontario, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
37 Years
Current Role
President and Founder
Job Level
Leadership
Location
Uxbridge, Ontario, Canada
Personality Overview

How Patricia shows up

Quality Focused
Hard To Convince
Thorough Evaluator

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Patricia cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2019
President and Founder
GRC Wealth Transition Solutions
3-2014 - 7-2019
Investment Advisor
TD Wealth Private Investment Advice
4-2004 - 3-2014
President
Governance Risk Compliance Inc.
2008 - 2014
Chair Finance Committe
Addiction Services Central Ontario
3-1999 - 4-2004
Assistant Vice President, Risk and Control
The Dominion of Canada General Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019
Chartered Financial Divorce Specialist
Academy of Financial Divorce Specialists
2018
Chartered Investment Manager
Canadian Securities Institute
2017
Certificate in Advanced Investment Strategies
Canadian Securities Institute
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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