Gregory Wood,

Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Greg Wood is dedicated to assisting his clients in meeting their financial goals. He uses a hands-on approach when working with clients to ensure that their investments remain suitable for their objectives, throughout changing personal and market conditions.

Before joining Raymond James as an Investment Advisor, Greg worked as a power engineer managing his own consulting company. He held the positions of Steam Chief, Operations Trainer and Commissioning and Start-up Coordinator on contract with companies such as Suncor, Pembina, Encana, Meg Energy, and Cenovus.

Greg is a lifelong learner and has been in uninterrupted continuous education since high school. Additionally, he currently holds CIRO (securities) and AIC (insurance) licenses and is a CIM^® (Chartered Investment Manager) designation holder through the Canadian Securities Institute.

From the CSI:

The CIM^® is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that the financial professionals who earn it are qualified to evaluate and manage all aspects of a client’s investment portfolio.Those who choose to work with a CIM^® can feel confident that their investment portfolio is optimized to meet their financial goals. Not only do CIM^®s provide clients with quality service and investment advice, but they are also held to high professional standards. They are required to abide by a Code of Ethics and fulfil maintenance requirements to make sure they always bring their best service and strategies to the table.

Greg resides at Ghost Lake, west of Cochrane, AB. He enjoys spending time with his wife, Stephanie, and their two sons, Charles and Thomas. When he is not working with clients, Greg enjoys reading, lake life, golf, martial arts, playing music and traveling.