SWISTUN, Craig: CIM, CAFA®

Raised in Winnipeg, Craig currently lives in Toronto with his wife and two children.

He is an active competitive youth hockey coach, and love comparing notes on various neutral zone forechecking strategies.

Craig has extensive experience writing and speaking about issues related to professional development, practice management, and the wealth management business.

Craig is Head of Wealth Management for Cougar Global Advisors and works directly with affluent clients, business owners and small foundations to help them achieve their long-term financial objectives.

He has over 20 years of experience in the investment management industry and has held leadership roles in a variety of wealth management organizations.

Craig has a long history of working in and around the farming industry, specifically with respect to wealth management. Craig has worked closely with and presented to the Ontario Mutual Insurance Association and a variety of Farm Mutual insurance companies. Indeed, he was one of the architects of a business strategy designed to bring sophisticated wealth management strategies to the farming community through the OMIA-owned “Farm Mutual Financial Services”. He maintains strong relationships with the former leadership teams from that group to this day.

As Head of Wealth Management, Craig leads the team at Cougar Global responsible for working with family, foundation and other not-for-profit clients. Cougar implements a process that begins by listening closely to each client’s unique goals and objectives and building a comprehensive plan to help achieve them.

Cougar Global Investments was founded in 1993 and manages assets for high-net-worth individuals, families, foundations, trusts and corporations in Canada, the U.S., and Europe. Cougar Global’s proprietary investment process constructs globally diversified portfolios of ETFs designed to perform in accordance with clients’ investment objectives. The firm focuses on employing downside risk management methodology and tactical asset allocation to aim to protect clients’ assets in down markets.

Cougar Global’s guiding belief is that the goal of investing is to generate consistent compound growth by seeking to minimize loss.