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About Brandon Beavis:.
Brandon Beavis was one of the youngest advisors to end up being totally accredited here in Canada.
In 2013, Brandon officially began his industry research studies. Over the years he has finished his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Basics), 90-day Investment Consultant Training Program, went to the Manulife Professional Advancement Workshop in Oakville, ON, and participated in numerous market workshops, conferences & occasions to help further his learning.
At age 20, he became a fully certified Financial investment Consultant, working for among Canada's largest Financial investment Brokers, Manulife Securities. For 4 years, he worked along with a highly skilled group at Beavis Wealth Management, focusing on High-Net-Worth Investing. He's had the opportunity to work under his Father, an advisor of over 25 years, and has actually dealt hands-on with customer portfolios, involving; analyzing, building, and handling multi-million-dollar customer accounts.
About Marc Beavis:.
Marc is a retired Portfolio Manager, having actually spent over 25 years in the financial investment market, handling multi-million-dollar portfolios and working with customers of all ages. He retired in 2021 and is a regular 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 Basics, Investment Management Techniques, Fixed Earnings Investing, Hedge Fund Basics, Portfolio Theory, and of course, the Canadian Securities Course.
Marc formerly 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 Investment Supervisor (CIM) Designation as offered by the Canadian Securities Institute. In addition, Marc was a Certified Financial Coordinator (CFP) professional, the market gold standard in financial planning.
Disclaimer: The views and viewpoints shared on this channel are for educational and educational purposes only. Although previously licensed, the contributors are no longer industry participants and are not certified to supply monetary guidance. They make every effort to supply you with instructional details in an amusing way. Always do your own research and due diligence prior to investing. Usually speaking, you need to consult a licensed investment expert prior to investing.
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