Greg Beatty BA » Kamloops

Kamloops

200 – 301 Victoria Street
Kamloops BC V2C 2A3

Main:(250) 374-3150
Toll-Free:1 (866) 350-5695
Fax:(250) 374-3170

Branch Manager: Cathy Vinterlik

Kamloops Advisor Directory

Greg Beatty BA

No Photo Available
Investment Advisor Direct: (250) 307-1299 Toll-Free: 1 (866) 350-5695
My Story

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