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Greg Beatty

B.A. Investment Advisor

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 for 18 years and 4 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:

Past President, 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

Contact Information:

Phone
250-307-1299
Fax
250-374-3170

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