What’s your Investor Evolution? | Investing for Canadians

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About Brandon Beavis:

Brandon Beavis was one of the youngest consultants to become fully accredited here in Canada.

In 2013, Brandon officially started his market studies. Over the years he has actually finished his CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Essentials), 90-day Investment Consultant Training Program, participated in the Manulife Specialist Development Workshop in Oakville, ON, and went to countless industry workshops, conferences & events to assist further his knowing.

At age 20, he ended up being a totally licensed Financial investment Consultant, working for one of Canada's biggest Financial investment Brokers, Manulife Securities. For 4 years, he worked alongside an extremely knowledgeable team at Beavis Wealth Management, specializing in High-Net-Worth Investing. He's had the chance to work under his Father, a consultant of over 25 years, and has actually dealt hands-on with client portfolios, including; analyzing, building, and handling multi-million-dollar client accounts.

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About Marc Beavis:

Marc is a retired Portfolio Supervisor, having actually invested over 25 years in the investment market, managing multi-million-dollar portfolios and dealing with clients of any ages. He retired in 2021 and is a routine contributor to this channel.

Following his initial licensing back in 1996, he finished a variety of industry courses, including the Derivatives Fundamentals and Options Licensing Course, Portfolio Management Techniques, Wealth Management Essentials, Investment Management Techniques, Fixed Income Investing, Hedge Fund Fundamentals, Portfolio Theory, and of course, the Canadian Securities Course.

Marc previously functioned as a Director of the Canadian Association of Financial Planners (Now FP Canada) including the roles of Vice President and Director of Ethics.

When working in the industry, he held the Chartered 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 planning.

Disclaimer: The views and viewpoints shared on this channel are for informational and academic purposes only. Although formerly accredited, the factors are no longer industry participants and are not certified to offer monetary advice. They strive to provide you with academic information in an amusing manner. Always do your own research study and due diligence before investing. Usually speaking, you should consult a certified investment professional before investing.

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What's your Investor Evolution? | Investing for Canadians

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About the Author: Richard Money

11 Comments

  1. first Canadian!! yes! aggressive and speculative 2005-2013. very conservative 2013-2019. more balanced with more of a set of rules, so some businesses I beleive in that are not making money are ok, but mainly dividend stocks ETFs. with a goal. still room for improvement.
    I hae Ballard power “forever”… and “Westport”…all gone now.

  2. The evolution of a trader’s psychology has always been fascinating to me. I think as people learn more, it really can initially make them more aggressive until they discover the information they still have not learned which can help them reel that into a more conservative equilibrium.

  3. wow what a great video idea.=!!! so interactive. loved it all the way through . awesome knowledge

  4. Your content is always a great source of info for me! Honestly you keep me inspired posting my own finance videos. Please don’t stop we these videos!

  5. I don’t know where I am. I am 80% in Royal Bank. Is that aggressive because I am in mostly one stock? I think it is very conservative because they have a license to print money. I have recently added 20% in other blue chip stocks. I will end up with 5-10. I currently have 8 in my watch list. The most adventurous is Brookfield Asset Management. My goal is to make 15% per year over the next 15 years.

    1. I left a DB plan in 1999, if I divided it between the 6 banks and reinvested dividends in the stocks, I woiuld have double the money in my LIF today. Banks are good, but perhaps spread over two banks.

    2. @Richard Bruneau you would have done better than that. In 14 years with dividend reinvestment I turned 100 shares of Royal Bank worth $8500 into 154 shares worth $22,000.

    3. @JungleEddie Absolutely. Don’t ever bet against a Canadian bank. In my LIF, i have a substantial but not dominating amount of Canadian banks.

  6. It’s like having an affair only to realize the original relationship was the best. I deviated from passive strategy into everything from ARK to spacs and have learned that for me, passive was best

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