Chris Worby is a Trusted Regina financial advisor and Wealth Management services provider. With over 20 years of experience, Worby Wealth Management has been committed to providing a high standard of financial and wealth management services to individuals, families and business owners in Regina and area. Worby Wealth Management listens and provides a personalized financial plan. In his latest Worby Wealth Blog Post, Chris Worby shares information on The Chartered Investment Manager (CIM®) designation he has just attained.
2023 started a little differently from past years for me. I had been working on a partnership for about 5 years that didn’t work out in 2022, and while it was a great learning experience, I was not happy about putting in so much work to have it not become a reality.
So I did a little strategic thinking, and one thought that kept coming up in my mind was this, “If you were talking to you 20 years ago, what would you advise yourself to do at that time.”
Well, that’s a heck of a thought to have after 22 years in the business, with another 15 to 20 ahead. Because it’s obvious what I’m really asking myself, “How stuck are you in the way you are doing things, and how would you like to get better.”
The answers to these questions started to flow; the first was education. In March of 2023, I signed up for the Wealth Management Techniques course and followed it up with Portfolio Management Techniques. These, combined with my years of experience, allow me to become a Chartered Investment Manager (CIM®) and, if I should so choose, would allow me the opportunity to become a portfolio manager.
Portfolio Managers can operate at a level in our industry that most advisors never even consider. In their purest form, they do the actual buying and selling of investments on behalf of clients on a discretionary basis, acting in a fiduciary capacity beyond what the average mutual fund advisor or stock broker does. It is not an understatement to say it is the pinnacle of what our licensing can offer!
My goal is, and always has been, to offer my clients an experience that is different and more encompassing than what is available elsewhere. I want the time in my office to be enjoyable rather than intimidating. I want to give advice that is accurate and timely. I want my financial solutions to be well thought out and considered based on evidence and education.
My attainment of the CIM® designation is a strong step in this direction, and I am excited to announce it. I am also happy to say it is not the only step forward on the course I have mapped out. I can’t wait to share more as it unfolds!
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The comments contained herein are a general discussion of specific issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice in the context of your particular circumstances. This Blog was written, designed and produced by Chris Worby for the benefit of Chris Worby, a Financial Advisor at Worby Wealth Management, a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this article comes from sources we believe are reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the publication date and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities. Mutual Funds, approved exempt market products and/or exchange-traded funds are offered through Investia Financial Services Inc.