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Greg Beatty BA

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Investment Advisor Kamloops Direct: (250) 307-1299 Toll-Free: 1 (866) 350-5695
Biography

Mission Statement:
I promise clients the top-notch level of service they deserve. I am always available to look after the needs of my clients.

Background:
I have worked in the securities industry since 1997 and before that spent four years with a private commodity trading house.

Business Focus:
Growing retirement and investment accounts using options, common and preferred shares, mutual funds, exchange traded funds, real estate income trusts and registered plans.

Investment Philosophy:

I conduct my own research which includes bank and independent opinions as well as personal contact with money managers. I also employ option strategies to generate additional income.

Affiliations:

Former President, Director, BC Liberals Vernon-Monashee Riding Association
Former President of Vernon Kokanee Swim Club
President of Pleasant Valley Commodities
I am licensed in British Columbia, Alberta, and Saskatchewan