© 2019 Beavis Wealth Management.  All rights reserved.

Marc Beavis | CIM, CFP
Associate Portfolio Manager
Manulife Securities Incorporated

 

Marc specializes in working with high net worth individuals, families and business owners seeking long term, prudent accumulation and management of their investment portfolios.

Since entering the industry in 1994, Marc has never wavered in his investment approach, focusing on the protection of assets and conservative growth. His solid understanding of behavioral finance, and ability to combine both the technical and psychological aspects of investing, ultimately enhances the level of success.

In addition to serving clients, Marc has spent many years as a Director of the Canadian Association of Financial Planners, having previously served as Vice President and Director of Ethics.

As a demonstration of dedication to his profession and clients, Marc holds the Chartered Investment Manager (CIM) Designation as offered by the Canadian Securities Institute. In addition, Marc is a Certified Financial Planner (CFP) practitioner, the industry gold standard in financial planning. The CFP credentials are licensed by the Financial Planning Standards Council.

OUR TEAM
Each member of our team plays an important role in ensuring our clients are well looked after and that our company operates efficiently.
Combining a professional investment oversight and exceptional customer service ensures we remain focused on the work we do for our clients, while remaining accessible for the special touches that are critical in a long term relationship.
 
Accessible, Accountable, Responsive.

 

Brandon Beavis | Associate
Brandon joined our team in early 2016, providing research support to Marc Beavis. He looks forward to a long career in the financial advice field, including both continuing to work in a supporting role with Marc’s high net worth clients, while also providing guidance to up and coming Millennials, helping to bridge the generation gap and to truly educate the importance of investing for the future.

 

In addition to his work duties Brandon is actively studying subject material that will move him along his career path, and he remains active in community sports.

Nancy Tse | Associate

 

With many years of experience and an outstanding attention to detail, Nancy offers superb administrative support to complement the firm's portfolio management team.

She is always willing and able to help out with client inquiries, and has a true desire to ensure that the clients of Beavis Wealth Management and Manulife Securities Incorporated are always well cared for.

Those who have come to know Nancy over the years speak highly of her competence, professionalism and high level of service.