CHOOSING A CIM®
There’s so much more to investment and portfolio management than just picking stocks - especially in the discretionary space, where clients have increasingly sophisticated needs.
The CIM® is the industry standard for discretionary investment and portfolio management services. It ensures that financial professionals have the knowledge and skills to evaluate and manage all aspects of a client’s investment portfolio. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client’s investment portfolio.
Those who choose to work with a CIM® can feel confident that their investment portfolio is optimized to meet their financial goals. Not only do CIM®s provide clients with quality service and investment advice - they are also held to high professional standards. They are required to abide by a Code of Ethics and fulfil maintenance requirements to make sure they always bring their best service - and strategies - to the table.
Learn more about the rigorous requirements of the CIM®