Greg Beatty, BA

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