Kamloops
105-1315 Summit Drive
Kamloops BC V2C 5R9
Main:(250) 374-3150
Toll-Free:1 (866) 350-5695
Fax:(250) 374-3170
Branch Manager: Cathy Rogers
Kamloops
Kamloops Advisor Directory
Greg Beatty , BA
No Photo Available
Investment Advisor
Kamloops
Direct: (250) 307-1299
Toll-Free: 1 (866) 350-5695
Email: tornggl@yrrqr.pn
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