Grant volunteers for the Regina United Way, M.S. Walk and 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.
Grant has enjoyed being a financial advisor for over 40 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, Chartered Life Underwriter, Chartered Financial Consultant designations, and the certified Executor Advisor. He is an active member of The Financial Advisor Association of Canada (Advocis) and The Conference for Advanced Underwriters (CALU).
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 is dedicated to providing a unique client experience with a focus on their unique story. Grant’s mission is to inspire his clients to master their financial life.
Jim and his wife Kelly have been married for 26 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 Ironman World Championship in Kona, Hawaii.
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 our 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. Most recently he has transitioned to IPC Securities and is now licensed under the Investment Industry Regulatory Organization of Canada and has founded BlueSky Lasting Wealth.
Jim uses his 25 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 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 out at Pasqua lake and enjoy water sports and love the lake life community out there. He plays hockey in Fort Qu'Appelle for the Fort Combines, plays a lot of golf in the summer and the odd slow pitch game.
Cory began his career in the investment industry 13 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 as a Trainer, and became Team Lead in 2015. . Before joining the team here at BlueSky, Cory was a Relationship Manager at IPC for Western Canada, helping advisor offices across the Prairies. Cory 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 is our team’s sports fanatic. In her spare time she enjoys volunteering, watching sports, and cooking with her husband Randy, two children and other close family and friends.
Tammy joined the BlueSky Financial Planning Team in 2010 with twelve years of experience in the financial services industry. She has successfully completed the Canadian Investment Funds course in 2012 and is well-equipped to assist with client inquiries and daily processing tasks. Tammy takes pride in her accuracy and attention to detail to ensure an exceptional client 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.
Hailey is the newest member to the BlueSky team. She joined the team in 2017 after graduating from the Finance program at Saskatchewan Polytechnic. Hailey is one of 3 client experience specialists on our team and enjoys interacting with clients and ensuring an incomparable experience.
Sahar is married to Stephen Galbraith and they have one son. Since moving to Regina, she has taken pride in becoming a Rider fan! She enjoys spending time with her family and friends and shopping for shoes.
Sahar joined Blue Sky Financial Planning team after moving to Regina 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 on 2019 to further her knowledge and to provide more value to our clients. Sahar is always striving to provide a unique experience for our clients.