2021 Quarterly Review


Fourth Quarter Review

As Covid continued to disrupt our lives through the course of 2021, the reduction in travel did free up some time for Jamey and Dave to build on their skills and enhance our service offering. Both earned the Chartered Investment Manager (CIM) designation which requires a combination of intensive coursework and practical experience. The CIM designation paved the way for Dave and Jamey to be registered as Portfolio Managers meaning they are now able to offer discretionary management services.

Click here to continue reading the full review.