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In 2013, I officially began my industry studies. Over the years I've completed the CSC (Canadian Securities Course), CPH (Conduct & Practices Handbook), WME (Wealth Management Essentials), 90-day Investment Advisor Training Program, attended the Manulife Professional Development Workshop in Oakville, ON, and attended countless industry seminars, conferences & events to help further my learning. At age 20, I became a fully-licensed Investment Advisor, working for one of Canada’s largest Investment Brokers, Manulife Securities.
For the past 4 years, I've worked alongside a highly experienced team at Beavis Wealth Management, specializing in High-Net-Worth Investing. I've had the opportunity to work under my Father, an advisor of over 25 years, and have dealt hands-on with client portfolios, involving; analyzing, building, and managing multi-million dollar client accounts.
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