Bragg N' Bout Business Podcast

From Rock Star to Financial Advisor: Greg Wood's Unconventional Journey


Listen Later

Greg Wood's career path is anything but conventional. From touring as a guitarist in metal core band Dead Reckoning, to commissioning oil and gas facilities, to becoming a partner at Raymond James, Greg's journey is a masterclass in reinvention and persistence.

In this episode, Greg shares how the 2015 oil crash led him to Google "how to start a hedge fund," which sparked a decade-long transformation into financial services. He opens up about the challenges of building a practice from scratch, the mentors who shaped his path, and why he moved his practice from downtown Calgary to Cochrane.

Episode Highlights:

  • Growing up in Bonnyville and discovering music through guitar

  • Teaching guitar lessons at 16 and pursuing music education

  • Touring Western Canada with cover bands and original projects

  • Transitioning to oil & gas as a power engineer and entrepreneur

  • Helping oil workers with investments during lunch breaks

  • Taking the Canadian Securities Course and discovering his passion

  • The mentor who told him "you don't want to be in this business"

  • Seven years building his practice and becoming full partner

  • "Burn the boats" philosophy - why dabbling kills success

  • What credentials to look for in a financial advisor (CIM, CFA, CFP)

  • Living at Ghost Lake and training martial arts with Coach Kieran Keddle

  • Dream big, work hard - but multiply your goals by 10

  • The importance of mentorship and giving back

Connect with Greg Wood - Honeywood Wealth:

🌐 Website: honeywoodwealth.com
📧 Weekly Newsletter: Sign up at honeywoodwealth.com
📱 Instagram: @honeywoodwealth
📘 Facebook: @honeywoodwealth
▶️ YouTube: @gregwood85
🐦 X: @honeywoodwealth
💼 LinkedIn: @gregwood85

Greg works with clients at all life stages through Raymond James, providing independent financial advice and comprehensive wealth planning. Don't hesitate to reach out even if you're just starting your career - he can point you in the right direction or connect you with the right resources.

Subscribe to Greg's mailing list for Friday insights on markets, investing ideas, and financial planning at honeywoodwealth.com

...more
View all episodesView all episodes
Download on the App Store

Bragg N' Bout Business PodcastBy Bragg N' Bout Business Podcast