This badge was issued to David Lee on 02 Nov 2012.
Expired on 02 Nov 2020Chartered Investment Manager (CIM®)
Issued by
Canadian Securities Institute
This digital credential indicates that the individual has completed the requirements to achieve the Chartered Investment Manager (CIM®) designation. They possess the expertise and experience to create Advanced discretionary investment and portfolio management strategies that best serve the unique needs of affluent and institutional clients. They are also adept at evaluating industry trends, managing risk, and developing and enhancing client relationships.
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