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!