Managing Partner

Jim Greenwood

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 Corportation and managing partner of BlueSky Financial Planning LTD.

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.

Managing Partner

Cory Griffiths

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 is an Associate Portfolio Manager with IPC Securities Corportation and managing partner of BlueSky Financial Planning LTD. Cory began his career in the investment industry over 15 years ago at Invesco Trimark. Cory then joined Investment Planning Counsel (IPC) Head Office in January 2012. Before joining the team, 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.

Senior Advisor

Grant Karst

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 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 ,
and insurance planning.

Grant  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 grandchildren.