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Greg Beckett, CIM, FCSI - Director, Retirement, Estate & Trust Strategies
Greg's goal is to provide exceptional service to clients and help them convert their dreams into a comprehensive wealth management / transfer plan which he delivers with integrity and discipline. Greg is a Chartered Investment Manager (CIM), Fellow Of The Canadian Securities Institute (FCSI) who has been in the investment business for over 15 years and has extensive experience dealing with high net worth executives, fund managers, corporations and as an analyst for the Richmond Club Index which has out-performed the Toronto Venture Exchange by an average of 25% per year since its inception on July 1, 2005.
At age thirteen, Greg invented the auto reverse cassette deck. In 1983 he participated in the development, production and marketing of the world's first microwave popcorn bag. This invention was the "secret" in General Mill's Pop Secret brand of popcorn. In 1987 he assisted in the sale of this business which sold for $24,000,000. Subsequently Greg co-founded and was the President of Toronto Venture Exchange listed Beckett Technologies Corp., a microwave food packaging company, which had a market capitalization of $198 million. It was at Beckett Technologies where he was granted thirteen U.S. patents for microwave food packaging. In 1997 he founded Beckett Capital Corp., a Limited Market Dealer licensed with the Ontario Securities Commission. Beckett Capital's name was later changed to Kingsdale Capital Corporation in 2001. In 1999 Greg founded the Richmond Club Corp, and was and still is responsible for the stock research and selection for the Richmond Index which, as of June 1, 2014, has grown at a rate of 19.68% per year since its inception in July 2005 which compares favorably to -6.2% per annum for the TSX Venture Exchange or 8.72% per annum for Berkshire Hathaway over the same period of time. In 2005 he founded Liberty Fund Management Inc., which created the Liberty Micro-Cap Gold Index. From 2007-2008 he was the host of Micro-Cap Stock Watch, which was a daily Internet TV program through Market News One in Dallas, Texas. From 2011-2012 Greg was an Investment Advisor with TD Waterhouse at the TD Bank tower in Toronto. From 2012 - 2014 Greg was a Vice President, Retirement, Estate & Trust Strategies at Wickham Investment Counsel Inc. Currently, Greg is Director, Retirement, Estate & Trust Strategies at Beckett Wealth Management Inc. and Managing Director, Chief Investment Officer at beckettbank Corp which provides debt and equity primarily to companies listed on the Richmond Club Index. He was also: a founder and former Executive Director of The Exempt Market Dealers Association Of Canada, has appeared as a guest on Business News Network (BNN) and is the founder and Chairman of the Richmond Foundation which focuses on helping "at risk kids" in Ontario to become functional members of society.
The following are some of the courses that Greg has successfully completed which are administered by the Canadian Securities Institute, Canada's leading provider of professional credentials for the financial services industry:
- Certificate in Retirement Strategy
- Certificate in Advanced Investment Advice
- Certificate in Estate Planning & Trust Strategy
- Chartered Investment Manager (CIM)
- Partners, Directors and Senior Officers Course
- Portfolio Management Techniques Course
- Business Succession Planning Course
- Individual Pension Plans Course
- Investment Strategies for Retirees Course
- Planning Strategies for Seniors Course
- Financial Planning for Snowbirds Course
For recreation, Greg enjoys competing in Ironman triathlons as well as camping, and snowboarding with his sons.
Jim Steel MBA P.Geo, - Executive Director Investment Research
Mr. Steel is the Founder and has been Managing Director of Mining Insights Inc. since 1999, an independent analytical firm specializing in value-driven asset analysis for private investors, institutional investors, hedge funds, and private equity funds. Prior to Mining Insights he was VP and Portfolio Manager for TD Asset Management with co-manager responsibilities for the TD Greenline Precious Metals and Resource Funds, and initial investment analysis for all Funds for Latin
America, Africa, and Australia. Prior to that, he was Senior Mining Analyst at Newcrest Capital Inc. in Toronto, and Mining Analyst at Ord Minnett Stockbrokers Ltd, in London, UK. He is a Professional Geoscientist in Ontario, and as a geologist played an integral role in the discovery of the Ujina Copper Deposit in Chile, now in production.
Jim helps Greg in picking low investment risk mining and industrial stocks for the Richmond Index using a financial, operational and strategic model. He speaks French and Spanish fluently, with conversational Russian and elementary Arabic (MSA).