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About Brandon Beavis:.
Brandon Beavis was one of the youngest advisors to become completely accredited here in Canada.
In 2013, Brandon officially started his market research studies. For many years he has actually finished his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Essentials), 90-day Financial Investment Consultant Training Program, went to the Manulife Specialist Advancement Workshop in Oakville, ON, and attended countless industry workshops, conferences & occasions to assist even more his learning.
At age 20, he became a totally licensed Investment Consultant, working for one of Canada's biggest Investment Brokers, Manulife Securities. For 4 years, he worked along with a highly skilled group at Beavis Wealth Management, specializing in High-Net-Worth Investing. He's had the opportunity to work under his Daddy, an advisor of over 25 years, and has dealt hands-on with client portfolios, including; analyzing, structure, and managing multi-million-dollar client accounts.
About Marc Beavis:.
Marc is a retired Portfolio Supervisor, having actually invested over 25 years in the investment industry, 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, consisting of the Derivatives Fundamentals and Options Licensing Course, Portfolio Management Techniques, Wealth Management Essentials, Financial Investment Management Techniques, Fixed Earnings Investing, Hedge Fund Fundamentals, Portfolio Theory, and obviously, the Canadian Securities Course.
Marc previously acted as a Director of the Canadian Association of Financial Planners (Now FP Canada) including the functions of Vice President and Director of Ethics.
When operating in the market, he held the Chartered Financial investment Supervisor (CIM) Classification as offered by the Canadian Securities Institute. In addition, Marc was a Certified Monetary Planner (CFP) practitioner, the market gold requirement in financial preparation.
Disclaimer: The views and viewpoints shared on this channel are for informational and instructional functions only. Although previously licensed, the factors are no longer industry individuals and are not accredited to provide financial suggestions. They make every effort to offer you with academic info in an entertaining manner. Constantly do your own research study and due diligence prior to investing. Typically speaking, you need to consult a certified investment expert prior to investing.
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