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Intro – 0:00
Standards – 1:45
Comment From Audience – 7:14
Efficiency of OUR Portfolios – 8:47
Wins and Mistakes – 20:27
Bonds – 25:32
Last Thoughts/Outro – 31:20
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About Brandon Beavis:.
In 2013, Brandon officially began his industry studies. Throughout the years he has completed his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Fundamentals), 90-day Investment Advisor Training Program, participated in the Manulife Professional Development Workshop in Oakville, ON, and went to numerous market workshops, conferences & occasions to help further his knowing.
At age 20, he ended up being a totally certified Financial investment Consultant, working for among Canada's largest Investment Brokers, Manulife Securities. For 4 years, he worked together with a highly experienced group at Beavis Wealth Management, concentrating on High-Net-Worth Investing. He's had the chance to work under his Daddy, a consultant of over 25 years, and has actually dealt hands-on with client portfolios, involving; analyzing, building, and handling multi-million-dollar client accounts.
About Marc Beavis:.
Marc is a retired Portfolio Supervisor, having actually invested over 25 years in the investment market, handling multi-million-dollar portfolios and working with clients of any ages. He retired in 2021 and is a routine factor to this channel.
Following his initial licensing back in 1996, he completed a number of market courses, including the Derivatives Fundamentals and Options Licensing Course, Portfolio Management Techniques, Wealth Management Basics, Investment Management Techniques, Fixed Earnings Investing, Hedge Fund Basics, Portfolio Theory, and of course, the Canadian Securities Course.
Marc previously served as a Director of the Canadian Association of Financial Planners (Now FP Canada) consisting of the roles of Vice President and Director of Ethics.
When working in the market, he held the Chartered Investment Manager (CIM) Designation as used by the Canadian Securities Institute. In addition, Marc was a Qualified Monetary Coordinator (CFP) professional, the industry gold requirement in monetary planning.
Disclaimer: The views and viewpoints shared on this channel are for informational and educational purposes just. Although formerly accredited, the contributors are no longer market individuals and are not accredited to supply financial guidance. They strive to provide you with instructional information in an amusing manner. Constantly do your own research study and due diligence before investing. Normally speaking, you must speak with a certified investment expert prior to investing.
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