Craig Swistun

This column is not financial advice. Speak to your registered financial advisor to get advice relevant for your unique financial situation.

Craig Swistun is a Portfolio Manager with Lexicon Financial Group at Raymond James Investment Counsel. Over his career, he has held leadership roles in a variety of organizations that have focused on meeting the needs of both individuals and their families, as well as foundations and charities. He is the lead Portfolio Manager and Founder of Lexicon Financial Group, and he established a relationship with Raymond James Investment Counsel in August of 2020.

Craig has extensive experience writing and speaking about issues related to the wealth management business. He holds the Chartered Investment Manager, Registered Graphic Designer (Emeritus), and Master Financial Advisor-Philanthropy professional designations.

In 2022, Craig became a board director for the Canadian Association of Farm Advisors, and currently serves as Chair.

Born in Northwest Territories, Craig went to school in Winnipeg. He currently lives in Toronto.

The opinions expressed are those of Craig Swistun and not necessarily those of Raymond James Investment Counsel which is a subsidiary of Raymond James Ltd. Statistics and factual data and other information presented are from sources believed to be reliable but their accuracy cannot be guaranteed. It is furnished on the basis and understanding that Raymond James is to be under no liability whatsoever in respect thereof. It is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. This article is published for informational purposes only. Raymond James Investment Counsel (RJIC) has no formal partnership, affiliation, or commercial relationship with Future of Good.