Gregory Hilderman

Greg is an Advisor at Touchstone Capital Group and the President and Owner of Jonathan Financial Inc., specializing in retirement, tax, and estate planning since 1987. His broad influence within the industry includes being a founding member of the Conference for Advanced Life Underwriting (CALU) and serving as the past president of the Canadian Association of Insurance and Financial Advisors. Greg has also contributed to the Retirement Planning Steering Committee in Ottawa. As a Senior Partner, he plays a crucial role in extending Touchstone's reach and capabilities across the Western Hemisphere, covering North and South America, as well as Latin America.

Mr Gregory Hilderman Story

Greg’s extensive career spans over three decades in the financial services industry, with a focus on retirement, tax, and estate planning. As the founder and president of Jonathan Financial Inc., he has helped individuals and families navigate complex financial decisions, ensuring that their wealth is efficiently managed and preserved for future generations. Greg’s expertise in retirement planning is enhanced by his ability to develop tailored strategies that address the unique needs of his clients, including optimizing tax efficiency and facilitating smooth estate transitions.

In addition to his professional accomplishments, Greg has significantly influenced the industry through his involvement in various prestigious organizations. As a founding member of the Conference for Advanced Life Underwriting (CALU), he has contributed to shaping the standards and practices in life insurance and financial planning. His role as past president of the Canadian Association of Insurance and Financial Advisors (CAIFA) further underscores his leadership and commitment to elevating the financial advisory profession.

Greg’s strategic thinking and deep understanding of financial markets have also made him a sought-after consultant for retirement planning and investment strategies. His contributions to the Retirement Planning Steering Committee in Ottawa have helped shape policies that benefit both financial advisors and their clients. At Touchstone Capital Group, Greg leverages his vast network and knowledge to expand the firm’s reach, providing invaluable insights and establishing strong relationships across North and South America, including Latin America.

As a Senior Partner at Touchstone, Greg enhances the firm’s capabilities in providing comprehensive financial advisory services, from corporate financing to investment strategies, while focusing on long-term growth and sustainability for businesses and high-net-worth individuals. His hands-on approach, combined with his deep industry knowledge, ensures that Touchstone remains at the forefront of financial innovation and excellence.