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You'll also get to become part of our private community to satisfy the other students and work alongside of us.
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About Brandon Beavis:.
Brandon Beavis was one of the youngest consultants to become totally certified here in Canada.
In 2013, Brandon officially started his market studies. Throughout the years he has completed his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Fundamentals), 90-day Financial Investment Advisor Training Program, attended the Manulife Expert Development Workshop in Oakville, ON, and attended countless industry workshops, conferences & occasions to help even more his learning.
At age 20, he became a fully certified Investment Advisor, working for one of Canada's biggest Financial investment Brokers, Manulife Securities. For 4 years, he worked along with an extremely experienced team at Beavis Wealth Management, specializing in High-Net-Worth Investing. He's had the opportunity to work under his Father, an advisor of over 25 years, and has dealt hands-on with client portfolios, including; studying, building, and handling multi-million-dollar client 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 clients of any ages. He retired in 2021 and is a regular factor to this channel.
Following his preliminary licensing back in 1996, he completed a number of industry courses, consisting of the Derivatives Fundamentals and Options Licensing Course, Portfolio Management Techniques, Wealth Management Fundamentals, Financial Investment Management Techniques, Fixed Earnings Investing, Hedge Fund Essentials, 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) consisting of the functions of Vice President and Director of Ethics.
When operating in the industry, he held the Chartered Investment Manager (CIM) Designation as used by the Canadian Securities Institute. In addition, Marc was a Licensed Monetary Organizer (CFP) practitioner, the industry gold standard in monetary planning.
Disclaimer: The views and opinions shared on this channel are for educational and instructional purposes only. Although previously certified, the factors are no longer market individuals and are not licensed to supply financial advice. They aim to supply you with instructional details in an entertaining way. Always do your own research and due diligence before investing. Usually speaking, you should speak with a certified financial investment professional prior to investing.
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