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Intro – 0:00
Looking at history – 0:58
Where are we today? – 2:03
This ought to not be a shock – 5:25
Regular monthly Investor – 7:19
Short Term Goal – 8:16
Long Term Goal – 9:09
Aggressive Financier – 10:48
Who are you as a financier?/ Outro – 12:50
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About Brandon Beavis:.
In 2013, Brandon formally began his market research studies. Over the years he has actually completed his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Essentials), 90-day Financial Investment Advisor Training Program, went to the Manulife Professional Development Workshop in Oakville, ON, and attended many market seminars, conferences & occasions to assist even more his learning.
At age 20, he ended up being a fully certified 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 dealt hands-on with client portfolios, including; studying, building, and handling multi-million-dollar customer accounts.
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About Marc Beavis:.
Marc is a retired Portfolio Supervisor, having invested over 25 years in the financial investment market, managing multi-million-dollar portfolios and dealing with clients of all ages. He retired in 2021 and is a regular factor to this channel.
Following his preliminary licensing back in 1996, he finished a variety of market courses, including 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 previously worked 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 Financial investment Supervisor (CIM) Designation as used by the Canadian Securities Institute. In addition, Marc was a Licensed Financial Organizer (CFP) professional, the market gold requirement in monetary preparation.
Disclaimer: The views and viewpoints shared on this channel are for educational and educational purposes only. Although formerly licensed, the contributors are no longer industry participants and are not certified to offer monetary guidance. They strive to provide you with academic details in an entertaining manner. Constantly do your own research and due diligence prior to investing. Usually speaking, you should speak with a licensed investment expert before investing.
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