Greg Beswick is currently the Branch Manager of the Saskatoon branch of Raymond James Ltd., and a Financial Advisor for our team. Greg obtained two degrees from the University of Saskatchewan - a Bachelor of Commerce (Finance) as well as a Bachelor of Arts & Science (Political Science) degree, forming a solid foundation for his career. He holds his Chartered Investment Management (CIM) designation and Life Insurance license, as well as other industry designations.
With many years of experience as an investment advisor, Greg plays an active role in educating clients so that they are confident in their specific investment strategy. He believes that building a long-term trusting relationship with clients is the key to truly understanding their needs and goals, and when needed, will work with other professionals to provide accurate guidance on tax, insurance and trust services.
Greg and his wife Susan have been active participants in community events as they raised their children and have recently transitioned into a new stage of life as grandparents.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
