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Today we'll consult with Adam Bornn of Parallel Wealth Financial Group and talk about what a monetary planner does, is cost for service financial planning worth it? Plans with The Investing Academy, and cover some sports analysts!
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About Brandon Beavis:.
Brandon Beavis was one of the youngest consultants to become totally certified here in Canada.
At age 20, he became a completely licensed Financial investment Consultant, working for among Canada's largest Investment Brokers, Manulife Securities. For 4 years, he worked together with an extremely knowledgeable group at Beavis Wealth Management, focusing on High-Net-Worth Investing. He's had the opportunity to work under his Daddy, an advisor of over 25 years, and has actually dealt hands-on with customer portfolios, involving; studying, structure, and managing multi-million-dollar client accounts.
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About Marc Beavis:.
Marc is a retired Portfolio Supervisor, having invested over 25 years in the investment industry, managing multi-million-dollar portfolios and dealing with clients of any ages. He retired in 2021 and is a routine factor to this channel.
Following his preliminary licensing back in 1996, he completed a variety of industry courses, consisting of the Derivatives Fundamentals and Options Licensing Course, Portfolio Management Techniques, Wealth Management Essentials, Investment Management Techniques, Fixed Earnings Investing, Hedge Fund Fundamentals, Portfolio Theory, and naturally, the Canadian Securities Course.
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Ok Marvin
Challenge accepted
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I thought the far left and the far right were siblings lol….
I know right 😄 They have similar hairstyles and shirts.
I’m 44 and starting out with investing, I wish I could afford to pay for assistance from a professional. I’ve owned stocks with CO-OP & Shaw-B stocks when I worked for the companies, so I’m appreciative of your videos.
Thanks for having me guys!
Love this collaboration . Thanks Brandon :). I also heard you are doing the same with Adrian which is superb. Keep it up :).
Great idea to collaborate. As I just turned 50 I am starting to think about how best to draw down my investment in retirement.
Anyone can do finances for themselves, however most are scared or don’t care or are too lost to start.
Oh man, cool team up. Subbed to both channels for a long time. Met Adam a few years ago, nice dude. He’s got a rock star financial planner under him Dallas if you use parellel wealth.
This is an awesome colaboration….I subscribe and listen to Adam with eagerness for all that he has to teach. Awesome trio team work!💯💯💯🇨🇦
Brandon, nope! We need Adam to teach us about what he knows. He puts it together so well and makes things visual. Adam is really amazing in how he sets up his presentations. Plus, the Adam Bornn community is so supportive asking really good questions where some of us all try to help each other using what Adam taught in his video’s. I can’t tell you how effective Adams presentations are….so enlightening. Feels fantastic now moving forward in financial planning because there is a “PLAN” in place from what Adam has taught.💯😀👍
Yes, Adam, exactly, some of us cannot afford hiring because the amount saved isn’t as much as “rich” people so the youtube helps give info and allows some of us to pick away at bits here and there that you say. Then using your teachings on your vids, some of us can forward your vids to others who are looking for answers on topics that you talk about. It is so perfect! We are so fortunate to have you Adam, Brandon and Marc. 💯🇨🇦
This is pretty exciting. Happy to follow all of you.
As a retiree, I have been following Adam and the Parallel Wealth channel since late 2020. I have also been following the Brandon Beavis Investing channel ever since Mark joined. It is amazing to have the Parallel Wealth channel and Brandon Beavis Investing join forces. What I am really looking forward to is Adriano from Passive Income Investing joining this collaboration.
I love this collab. Nice work Brandon
Thank you, all! I’m in my early 30s and for sure I believe lots of my age are interested in knowing more about retirement and investment, etc.. Great work!👍
Excellent partnership between you two! Both channels provide informative contents and earnest advice for DIY investors.
Thank you for taking the time to comment. We’re looking forward to creating lots of content together – Marc