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What It's Like Being An Investment Advisor (My Honest Thoughts) financial advisor



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Today I’ll share some thoughts about what it’s like being a young investment advisor!

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About Brandon Beavis:

Brandon Beavis was one of the youngest advisors to become fully licensed here in Canada.

In 2013, Brandon officially began his industry studies. Over the years he has completed his 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 his learning.

At age 20, he became a fully licensed Investment Advisor, working for one of Canada’s largest Investment Brokers, Manulife Securities. For 4 years, he worked alongside a highly 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, involving; analyzing, building, and managing multi-million-dollar client accounts.

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About Marc Beavis:

Marc is a retired Portfolio Manager, having spent over 25 years in the investment industry, managing multi-million-dollar portfolios and working with clients of all ages. He retired in 2021 and is a regular contributor to this channel.

Following his initial licensing back in 1996, he completed a number 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 Essentials, Portfolio Theory, and of course, the Canadian Securities Course.

Marc previously served 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 Manager (CIM) Designation as offered by the Canadian Securities Institute. In addition, Marc was a Certified Financial Planner (CFP) practitioner, the industry gold standard in financial planning.

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Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Although previously licensed, the contributors are no longer industry participants and are not licensed to provide financial advice. They strive to provide you with educational information in an entertaining manner. Always do your own research and due diligence before investing. Generally speaking, you should consult a licensed investment professional before investing.

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What It's Like Being An Investment Advisor (My Honest Thoughts)

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30 thoughts on “What It's Like Being An Investment Advisor (My Honest Thoughts) financial advisor”

  1. Brandon, you touched on many points that are important to you from a young investment counselors early years. Having a mentor is one key component to building a strong foundation. Your Dad is excellent. Excellence builds excellence. Lots to learn which makes your career a positive for continuous development. Carry on! 🙂

  2. I've been offered a bilingual investment advisor position. It'd be my first investment advisor job and I wasn't too sure what to expect. I'm glad I watched your video. Seeing the passion you speak about being an investment advisor made me realize that I don't have the same passion for that type of work. Not even close. If anything, it sounds dreadful to me. Watching your video made me realize that I am definitely not a good fit for this position. Thank you for saving me time, effort, energy, headaches, sleepless nights, etc.

    I wish you the best in your career!

    P.S – the sky is most definitely not the limit. There is so much more past the sky 😉

  3. Who Is An Investment Manager? Investment is the process of redirecting finance towards profit generation. Investment management involves the professional management of various financial securities and assets belonging to an investor for the purpose of earning maximum benefits. An investment manager is an individual who manages investors finance and focuses […]to help these clients invest their money in the best places. The Provide investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares.

  4. Here's my thoughts as a young advisor in Vancouver as well. I started when I was in my early 20's as well.

    I agree with many points in this video.

    Most investment advisors are simply going the "mutual fund route" by connecting clients to the right product.

    The reality is that you are literally starting a new business when you start as an advisor. As the same as every company, you need a sales team to bring in new customers. With no customers there is nothing to manage. Nothing to manage = no pay

    Therefore most advisors has to take on the role as a sales in order to generate a book of business. This is where the contradiction happens. If you are prospecting and closing deals, you cannot be actively managing individual portfolios as well. The more you do one, the less you can do the other.

    I initially wanted to construct my own portfolios as well for my clients. I was grinding my CFA (every finished level 1), but I realized it is almost impossible to compete with larger institutions purely alone. Just the information gap and the sheer amount of data out there is impossible for one person to handle when scaling. I have classmates who went into IB at major banks and they have teams that specialize in super niche segments of markets. Also, they told me that the banks will literally fly CEOs of other large companies to them just to ask questions in detail.

    Yes you can maybe actively manage 10-20 portfolios. However, when you start getting 50, 100, 200, 300+ clients. You definitely do not have the time to individually manage them.

    Therefore most advisors stick with just the middle man route. Even through this route, even rebalancing mutual funds is pretty hard.

    However, this is not necessarily a bad thing if you do it correctly. I too was lucky to learn from 2 mentors both TOT (you know if you know).

    I learned these key points.

    1. They believe funds are just a commodity. Any body can sell it. Heck, even clients can buy it themselves now.

    2. You cannot win clients by guaranteeing a higher return than all your competitors. No one can consecutively beat all the competitors in returns.

    3. Your value needs to come from your strategy. Everyone knows about simple TFSA, RRSP, RESPs etc. Most people can do just fine just regularly contributing to an ETF. What you need to offer are strategies that goes beyond that. My answer is through tax planning. I believe in market efficiency, where higher return = higher risk, while tax planning can get you guaranteed returns with zero risk.

  5. I think holding some key holdings in stocks is great. Some parts of portfolio I.e gold bullion etf or some sectors is relevant to hold in an etf or a mutual fund that does its job.Retirement planning on top of all that of course

  6. Great video! I’m seeking the journey to be mobile and have a job within investing.. I’d love to be able to eventually take enough profits as a day/ swing trader.. but want to establish credentials in the financial industry.. thinking CSC, then eventually CFA perhaps.

    Do you have any insight on which first steps should be considered?
    Again thanks for the provided information.
    Will be doing some further research before signing up with a course.

  7. As a seasoned financial planner
    I want to say well done
    He’s right
    We can’t speak publicly unless every word is approved by compliance

    I haven’t the guts at 53 to suspend my license
    But have thought about it
    So I can speak

    Don’t give up
    Go back in the business
    You are young & green
    Not saying anything negative about your content
    I’m just saying if you go get years under ur belt & do what you’re doing
    It’s valuable

    So great to see you growling like a lion

  8. Brandon, please be straight forward like this and not change like other youtubers. Many tubers nowadays are scripted and i got tired of watching their videos. I am only have a few truthful tubers and you are one of them..Thank you

  9. New subscriber, this vid isnt bad at all, im a 25 year old Financial advisor at a bank trying to figure out my next step in my career. Currently doing my csc and completed my IFC, this was very insightful and i look forward to learning more thru your vids

  10. Hi Brandon thanks for the video. I am your counterpart here in the US, 24 years old, and have started from the ground up since 20 years old. I'd love to connect and share stories.

  11. Hey Brandon, I really enjoyed watching this video that you actually delivered the core part of being an investment advisor!
    I wanted to ask if being transparent and honest are plus when it comes to building relationships with clients in practice?

  12. On being a young advisor: an established, pretty wealthy advisor gave me some advice when I asked him what it would be like to start young in the career. He said, "well, young advisors have a pretty strong benefit in that they'll be in the game for the long haul. For example, as a 40-year-old looking for investment services, do you want to hire someone who will still be alive and actively managing your accounts when you retire or do you want someone the same age as or older than you who might not still be around by then?"
    Always realize the strengths in your position!!

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