Craig Swistun
Who we are in the present moment helps inspire us to write the stories that will become our future.
Male from Toronto, Canada and speaks EnglishAvailable for Collaboration, Interviews in In-Person, Remote Formats
We often think of the past as something we leave behind—a trail of memories, decisions, and experiences that fade as we move forward.
But what if the past is not behind us at all? What if it is beside us, shaping every choice we make, including the causes we support and the charities we champion?
Before giving their time, treasure or talent, individuals should conduct a review of the charities and nonprofits that have shaped them and make their decisions more strategic.
Topics Discussed by Craig Swistun
About Craig Swistun
I'm Craig Swistun, a Portfolio Manager at Raymond James Investment Counsel Ltd., where I take pride in partnering with families, foundations, and not-for-profit clients to help them achieve their unique financial goals.
I believe in the importance of not just how assets are invested, but also why, as I craft comprehensive strategies tailored to each client’s aspirations.
Many overlook the importance of a holistic look at finances, which includes helping people with their philanthropic or charitable giving strategies.
We work with families to create a comprehensive strategy that governs their generosity and aligns with their overall financial picture.
Availability for Interviews
Weekdays only from 9am to 5pm America/New_York
Interview & Promotion Format
- Guest Form
- Pre-Interview Call
- Share Episodes
- Email Subscribers
Target Audience
We often think of the past as something we leave behind—a trail of memories, decisions, and experiences that fade as we move forward.
But what if the past is not behind us at all? What if it is beside us, shaping every choice we make, including the causes we support and the charities we champion?
Before giving their time, treasure or talent, individuals should conduct a review of the charities and nonprofits that have shaped them and make their decisions more strategic.
Why Invite Craig Swistun as a Guest?
1. As a seasoned portfolio manager, I bring experience to individuals on how to maximize their support of the causes they care most deeply about. 2. For nonprofits and charities, we share best practices from other industry leaders to help them achieve their organisational goals. 3. I have a background in marketing, communications, and branding, which informs why I believe the development of a personal narrative is important to establishing a strategic approach to philanthropy. 4. My publications on nonprofits and my Grow for Change program gives me a unique perspective on the challenges -- and potential solutions -- faced by nonprofit organisations.