Greg Roscoe
Greg Roscoe, CIM® Senior Wealth Advisor, Portfolio Manager

Greg has been a financial advisor since 1999. Greg is a licensed Portfolio Manager, holding the Chartered Investment Manager (CIM) designation.

Greg holds a Bachelor of Commerce degree from the University of Ottawa, majoring in Marketing with a minor in Finance.

Greg is also license in over 10 US states and advises both American residents and Canadians who hold US retirement accounts from time spent working in the US.

Greg is a strong believer in giving back to his local community and actively supports the University of Ottawa Heart Institute, Royal Ottawa Hospital and the Ottawa Food Bank.

Greg's family has been in Ottawa for many generations. He is happily married to Lisa, and they have two teenage kids who manage to drain their energy - in a good way.

During his spare time Greg enjoys playing golf, tennis and skiing when the time allows.

Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.

Raymond James (USA) Ltd., member FINRA / SIPC.

BrokerCheck logo.