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Very proud of my son Benjamin Waite Top 50 Young Wealth Advisor Canada and one of 4 finalists for two different national  awards.

4/22/2017

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Click to read about the next generation to look after you
Top 50 and one of the 4 finalists for 2017 Young Gun and also for ETF Champion .
Benjamin Waite has worked so hard the last seven years since finding his passion and achieved designations most don’t until much older.
In September he became Chartered Investment Manager ( CIM ) which means in June he achieves his goal of being a fiduciary discretionary portfolio manager.  
Most investment adviors in Canada work to a suitability standard , he will be one of the few who like Doctors, Lawyers and Engineers work to a fiduciary, put your client first, rule.
 Its not just Mom saying he is briliiant Benjamin has been congratulated by his dealer for being innovative .
Benjamin runs his own practice, he doesn’t represent a large company so some industry recognition means a lot .
Watch the video below to find out why you need a CIM to look after you NOT a mutual fund salesperson.
Stop getting your financial education from salespeople and see a professional! 
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    Kathy Waite 
    A compulsive reader with a million articles saved in her Evernote and Google book marks, known to drive round the block to read a billboard she missed, is sharing some of the best she sees here for you. 

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