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Grant has enjoyed being a financial advisor for over 44 years. He began his career in Regina in
1979 and has worked in Waterloo, Calgary, Edmonton and Winnipeg. In 1991 he returned to
Regina to establish his independent financial planning practice to serve clients in southern
Saskatchewan.
Grant has always placed a high value on professional development and continuing education.
He has successfully achieved the Certified Financial Planner (CFP), Chartered Life Underwriter
(CLU), Chartered Financial Consultant (CHFC), the Certified Executor Advisor (CEA) and
Master Financial Advisor- Philanthropy(MFA-P) designations. He is an active member of The
Financial Advisor Association of Canada (Advocis) , The Conference for Advanced Underwriters
(CALU), The Canadian Association of Gift Planners(CAGP) and the Regina Estate Planning
Council.
In 2007, Grant founded the BlueSky Financial Planning Firm. The BlueSky planning concepts
and financial strategies are based on decades of practical experience, leading edge ideas from
ongoing coaching sessions and the resources of experts in the legal and accounting
professions. Everyone on the BlueSky Team are dedicated to providing a unique client
experience with a focus on their unique story. Grant’s mission is to give his clients the
confidence to live the life they deserve.
In 2020 , Grant sold his business to Jim Greenwood and Cory Griffiths and now works for them
as a Senior Financial Advisor. His practice focuses on retirement planning, estate planning ,
charitable giving and insurance planning.
Grant supports the Regina United Way Early Childhood Learning program and is on the board
of the Regina Symphony Orchestra. He enjoys golf, reading and traveling. Grant is married to
Sharlene, and they have 3 adult children and 6 special grandchildren.
Jim and his wife Kelly have been married for 29 years and have two wonderful children, Hailey
and Drew. In his spare time he is very active, participating in triathlons and marathons
culminating in the running of the 2006 Boston Marathon, 2009 New York Marathon, 2014 World
Triathlon Championships in Edmonton, and 2017 and 2021 Ironman World Championship.
Since 1994 Jim Greenwood has been dedicated to helping families, individuals and business
owners create a comfortable financial plan to help them achieve their goals. Jim and his team
strive to simplify the often complex financial situations that arise throughout one’s life.
Jim achieved the Certified Financial Planner designation in 1998 and has continued his
education throughout his career. He is an Associate Portfolio Manager with IPC Securities and
managing partner of BlueSky Financial Planning.
Jim uses his 29 years of practical experience, leading edge ideas from continued coaching, and
the expertise of his team and network of specialists to provide an exceptional level of customer
service that is focused on the client’s unique story.
Cory is a diehard Toronto Maple Leafs fan. Like every year, he believes this year is their year!
He also loves the Toronto Blue Jays and his favourite trips are to see the Jays in Spring
Training in Florida. He grew up in Ontario, not far from Hamilton and was traditionally a Tie Cat
fan. He and his wife Abby have fully converted to Rider Nation and love going to the games in
their Green and White. Cory and Abby live at Pasqua lake and enjoy water sports and the lake
life community out there. He plays hockey in Fort Qu'Appelle and plays golf in the summer.
Cory began his career in the investment industry over 15 years ago at Invesco Trimark. He
worked with financial planning programs to help advisors create plans for their clients. Cory then
joined Investment Planning Counsel (IPC) Head Office in January 2012. Before joining the team
here at BlueSky, Cory was a Relationship Manager at IPC for Western Canada, helping advisor
offices across the Prairies. Cory is a Chartered Investment Manager (CIM) and a Personal
Financial Planner (PFP). He has an Honours Bachelor’s Degree in Business Administration. He
has completed the Canadian Securities Course, the Wealth Management Essentials course, the
Investment Funds Institute of Canada Operations Course, the Canadian Investment Funds
Course and Level 1 of the Chartered Financial Analyst (CFA) program.
Tammy joined the BlueSky Financial Planning Team in 2010 with over fifteen years of
experience in the financial services industry. Successfully completing the Canadian Investment
Funds course in 2012, Tammy uses her experience, knowledge, and attention to detail to
ensure an unforgettable client experience.
Tammy is our team’s sports fanatic. In her spare time, she enjoys volunteering, watching sports,
and cooking with her husband Randy and two children Cole and Emily.
Hailey is the newest member to the BlueSky team. She joined the team in 2017 after graduating
from the Finance program at Saskatchewan Polytechnic. In 2021 Hailey obtained her Canadian
Securities Course. Hailey is one of 3 client experience specialists on our team and enjoys
interacting with clients and ensuring an incomparable experience.
In her spare time, Hailey likes to go for walks with her dog and hangout with family and friends.
She is often found singing and dancing around the office.
Sahar is married to Stephen Galbraith, and they have 2 children. Since moving to Regina, she
has taken pride in becoming a Rider fan! She enjoys camping and traveling with her family.
Sahar joined the BlueSky Financial Planning team in 2011. She obtained her Life License
Qualification Program (LLQP) in 2015, the Canada’s Canadian Investment Funds Course in
2016 and the Canadian Securities Course in 2019 to further her knowledge and to provide more
value to our clients. Sahar is always striving to provide a unique experience for all our clients.