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What It's Like Being An Investment Advisor (My Honest Thoughts) financial advisor

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๐Ÿ“ˆ๐Ÿ“š ๋ฌด๋ฃŒ ๋‹จ๊ธฐ ์ง‘์ค‘ ๊ต์œก ๊ณผ์ • + ํˆฌ์ž ์•„์นด๋ฐ๋ฏธ ๊ฐ€์ž… โžค ์˜ค๋Š˜ ์ €๋Š” ์ Š์€ ํˆฌ์ž ๊ณ ๋ฌธ์ด ๋˜๋Š” ๊ฒƒ์— ๋Œ€ํ•œ ๋ช‡ ๊ฐ€์ง€ ์ƒ๊ฐ์„ ๊ณต์œ ํ•˜๊ฒ ์Šต๋‹ˆ๋‹ค! #stockmarket #investing #brandonbeavisinvesting ———– The Investing Academy ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ฐ€์ž…ํ•˜์‹œ๊ฒ ์Šต๋‹ˆ๊นŒ? ๊ทธ๋ ‡๋‹ค๋ฉด ๋‹น์‚ฌ ์›น ์‚ฌ์ดํŠธ๋ฅผ ํ™•์ธํ•˜์‹ญ์‹œ์˜ค. ์šฐ๋ฆฌ๋Š” ์บ๋‚˜๋‹ค์ธ์„ ์œ„ํ•œ ์˜จ๋ผ์ธ ๊ณผ์ •์„ ์ œ๊ณตํ•˜์—ฌ ์ฃผ์‹ ์‹œ์žฅ์˜ ๊ธฐ์ดˆ์— ๋Œ€ํ•œ ์™„์ „ํ•œ ์ดํ•ด๋ฅผ ์ œ๊ณตํ•˜๊ณ , ๊ณ„์ • ์„ค์ •์„ ๋‹จ๊ณ„๋ณ„๋กœ ์•ˆ๋‚ดํ•˜๊ฑฐ๋‚˜, ํˆฌ์ž๋ฅผ ํ•œ ๋‹จ๊ณ„ ๋Œ์–ด์˜ฌ๋ฆฝ๋‹ˆ๋‹ค. ๋‹น์‹ ์€ ๋˜ํ•œ ๋‹ค๋ฅธ ํ•™์ƒ๋“ค์„ ๋งŒ๋‚˜๊ณ  ์šฐ๋ฆฌ์™€ ํ•จ๊ป˜ ์ผํ•˜๊ธฐ ์œ„ํ•ด ์šฐ๋ฆฌ์˜ ๊ฐœ์ธ ์ปค๋ฎค๋‹ˆํ‹ฐ์˜ ์ผ์›์ด ๋  ๊ฒƒ์ž…๋‹ˆ๋‹ค. ์›น์‚ฌ์ดํŠธ โžค ———– ์—ฌ๊ธฐ์—์„œ ํŒ”๋กœ์šฐ: Facebook: Instagram: LinkedIn: ———– ๐Ÿฆ๐Ÿ‡จ๐Ÿ‡ฆ ๊ฐ€์ž… ๋ณด๋„ˆ์Šค ๐Ÿ’ฐ๐Ÿ’ธ: โ–บ Questrade ์˜จ๋ผ์ธ ์ค‘๊ฐœ($50 ๋ฐ›๊ธฐ) ์ˆ˜์ˆ˜๋ฃŒ ์—†๋Š” ๊ฑฐ๋ž˜) – โ–บ Wealthsimple Trade($100 ์ด์ƒ ์ž…๊ธˆ ์‹œ $25 ํ˜„๊ธˆ ๋ณด๋„ˆ์Šค) – โ–บ Wealthsimple Invest Robo-Advisor(๊ฐ€์ž… ๋ณด๋„ˆ์Šค $50 ๋ฐ›๊ธฐ) – โ–บ EQ Bank(๊ณ ์ด์ž ์ €์ถ• ๊ณ„์ขŒ) – โ–บ Passiv (Autopilot Portfolio Tool) – ์†Œ์…œ ๋ฏธ๋””์–ด๋Š” ๋•Œ๋•Œ๋กœ ๊ฑฐ์˜ ๋ชจ๋“  ๊ฒƒ์ด ์ง„ํ–‰๋˜๋Š” ๊ฑฐ์นœ ์„œ๋ถ€์ฒ˜๋Ÿผ ๋ณด์ผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์šฐ๋ฆฌ๋Š” ๊ทธ๊ฒƒ์— ๋Œ€ํ•œ ์—ด๋ ฌํ•œ ํŒฌ์ด ์•„๋‹ˆ๋ฏ€๋กœ ๋ฌด์–ธ๊ฐ€๋ฅผ ์™„๋ฒฝํ•˜๊ฒŒ ๋ช…ํ™•ํ•˜๊ฒŒ ๋งŒ๋“ค๊ณ  ์‹ถ์Šต๋‹ˆ๋‹ค. ์œ„์˜ ์ œํœด ๋งํฌ๋Š” ๊ท€ํ•˜์˜ ํŽธ์˜๋ฅผ ์œ„ํ•ด ์ œ๊ณตํ•œ ๊ฒƒ์œผ๋กœ, ํ•ด๋‹น ๋งํฌ๋ฅผ ํด๋ฆญํ•˜์—ฌ ์ตœ์ข…์ ์œผ๋กœ ์ƒํ’ˆ์ด๋‚˜ ์„œ๋น„์Šค๋ฅผ ๊ตฌ๋งคํ•˜๊ฒŒ ๋  ๊ฒฝ์šฐ, ์ด ์ฑ„๋„์€ ์ถ”์ฒœ์— ๋Œ€ํ•œ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ์šฐ๋ฆฌ๋Š” ์ด๋Ÿฌํ•œ ๊ฐ ํšŒ์‚ฌ์™€ ์„œ๋น„์Šค๋ฅผ ๊ฐœ์ธ์ ์œผ๋กœ ์กฐ์‚ฌํ–ˆ์œผ๋ฉฐ, ๊ฐœ์ธ์ ์ธ ์ƒํ™ฉ์— ๋”ฐ๋ผ ์ด๋“ค์ด ์‹œ์ฒญ์ž์—๊ฒŒ ๊ฐ€์น˜๋ฅผ ์ œ๊ณตํ•œ๋‹ค๊ณ  ์ƒ๊ฐํ•ฉ๋‹ˆ๋‹ค. ์ž‘์€ ๊ธ€์”จ ์ฝ์–ด์ฃผ์…”์„œ ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค!! ๋น„์ฆˆ๋‹ˆ์Šค ๋ฌธ์˜: support@theinvestingacademy.ca ———– Brandon Beavis ์†Œ๊ฐœ: Brandon Beavis๋Š” ์บ๋‚˜๋‹ค์—์„œ ์ •์‹ ๋ฉดํ—ˆ๋ฅผ ์ทจ๋“ํ•œ ์ตœ์—ฐ์†Œ ๊ณ ๋ฌธ ์ค‘ ํ•œ ๋ช…์ž…๋‹ˆ๋‹ค. 2013๋…„ Brandon์€ ๊ณต์‹์ ์œผ๋กœ ์—…๊ณ„ ์—ฐ๊ตฌ๋ฅผ ์‹œ์ž‘ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ˆ˜๋…„์— ๊ฑธ์ณ ๊ทธ๋Š” CSC(์บ๋‚˜๋‹ค ์ฆ๊ถŒ ๊ณผ์ •), CPH(ํ–‰๋™ ๋ฐ ๊ด€ํ–‰ ํ•ธ๋“œ๋ถ), WME(์ž์‚ฐ ๊ด€๋ฆฌ ํ•„์ˆ˜ ์‚ฌํ•ญ), 90์ผ ํˆฌ์ž ๊ณ ๋ฌธ ๊ต์œก ํ”„๋กœ๊ทธ๋žจ์„ ์™„๋ฃŒํ–ˆ์œผ๋ฉฐ ON, Oakville์—์„œ ์—ด๋ฆฐ Manulife ์ „๋ฌธ ๊ฐœ๋ฐœ ์›Œํฌ์ƒต์— ์ฐธ์„ํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ์˜ ํ•™์Šต์„ ๋•๊ธฐ ์œ„ํ•ด ์ˆ˜๋งŽ์€ ์‚ฐ์—… ์„ธ๋ฏธ๋‚˜, ์ปจํผ๋Ÿฐ์Šค ๋ฐ ์ด๋ฒคํŠธ. 20์„ธ์— ๊ทธ๋Š” ์บ๋‚˜๋‹ค ์ตœ๋Œ€์˜ ํˆฌ์ž ์ค‘๊ฐœ์—…์ฒด ์ค‘ ํ•˜๋‚˜์ธ Manulife Securities์—์„œ ์ผํ•˜๋ฉด์„œ ์ •์‹ ํˆฌ์ž ๊ณ ๋ฌธ์ด ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. 4๋…„ ๋™์•ˆ ๊ทธ๋Š” ๊ณ ์•ก ์ž์‚ฐ ํˆฌ์ž๋ฅผ ์ „๋ฌธ์œผ๋กœ ํ•˜๋Š” Beavis Wealth Management์—์„œ ๊ณ ๋„๋กœ ์ˆ™๋ จ๋œ ํŒ€๊ณผ ํ•จ๊ป˜ ์ผํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Š” 25๋…„ ์ด์ƒ์˜ ๊ณ ๋ฌธ์ธ ์•„๋ฒ„์ง€ ๋ฐ‘์—์„œ ์ผํ•  ๊ธฐํšŒ๊ฐ€ ์žˆ์—ˆ๊ณ  ๋‹ค์Œ๊ณผ ๊ฐ™์€ ๊ณ ๊ฐ ํฌํŠธํด๋ฆฌ์˜ค๋ฅผ ์ง์ ‘ ๋‹ค๋ฃจ์—ˆ์Šต๋‹ˆ๋‹ค. ์ˆ˜๋ฐฑ๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ๊ณ ๊ฐ ๊ณ„์ •์„ ๋ถ„์„, ๊ตฌ์ถ• ๋ฐ ๊ด€๋ฆฌํ•ฉ๋‹ˆ๋‹ค. ———– Marc Beavis ์†Œ๊ฐœ: Marc๋Š” ์€ํ‡ดํ•œ ํฌํŠธํด๋ฆฌ์˜ค ๊ด€๋ฆฌ์ž๋กœ ํˆฌ์ž ์—…๊ณ„์—์„œ 25๋…„ ์ด์ƒ์„ ๋ณด๋ƒˆ์œผ๋ฉฐ ์ˆ˜๋ฐฑ๋งŒ ๋‹ฌ๋Ÿฌ์˜ ํฌํŠธํด๋ฆฌ์˜ค๋ฅผ ๊ด€๋ฆฌํ•˜๊ณ  ๋ชจ๋“  ์—ฐ๋ น๋Œ€์˜ ๊ณ ๊ฐ๊ณผ ํ•จ๊ป˜ ์ผํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ๋Š” 2021๋…„์— ์€ํ‡ดํ–ˆ์œผ๋ฉฐ ์ด ์ฑ„๋„์— ์ •๊ธฐ์ ์œผ๋กœ ๊ธฐ๊ณ ํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค. 1996๋…„์— ์ฒ˜์Œ ๋ผ์ด์„ ์Šค๋ฅผ ์ทจ๋“ํ•œ ํ›„ ํŒŒ์ƒ ์ƒํ’ˆ ๊ธฐ์ดˆ ๋ฐ ์˜ต์…˜ ๋ผ์ด์„ ์Šค ๊ณผ์ •, ํฌํŠธํด๋ฆฌ์˜ค ๊ด€๋ฆฌ ๊ธฐ๋ฒ•, ์ž์‚ฐ ๊ด€๋ฆฌ ํ•ต์‹ฌ, ํˆฌ์ž ๊ด€๋ฆฌ ๊ธฐ๋ฒ•, ์ฑ„๊ถŒ ํˆฌ์ž, ํ—ค์ง€ ํŽ€๋“œ ํ•ต์‹ฌ, ํฌํŠธํด๋ฆฌ์˜ค ์ด๋ก  ๋“ฑ ์—ฌ๋Ÿฌ ์‚ฐ์—… ๊ณผ์ •์„ ์ด์ˆ˜ํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ณผ์ •, ์บ๋‚˜๋‹ค ์ฆ๊ถŒ ๊ณผ์ •. Marc๋Š” ์ด์ „์— ๋ถ€์‚ฌ์žฅ ๋ฐ ์œค๋ฆฌ ์ด์‚ฌ์ง์„ ํฌํ•จํ•˜์—ฌ ์บ๋‚˜๋‹ค ์žฌ๋ฌด์„ค๊ณ„์‚ฌ ํ˜‘ํšŒ(ํ˜„ FP Canada) ์ด์‚ฌ๋กœ ์žฌ์งํ–ˆ์Šต๋‹ˆ๋‹ค. ์—…๊ณ„์—์„œ ์ผํ•  ๋•Œ ๊ทธ๋Š” Canadian Securities Institute์—์„œ ์ œ๊ณตํ•˜๋Š” CIM(Chartered Investment Manager) ์ง€์ •์„ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค. ๋˜ํ•œ Marc๋Š” ์žฌ๋ฌด ๊ณ„ํš์˜ ์—…๊ณ„ ํ‘œ์ค€์ธ ๊ณต์ธ ์žฌ๋ฌด ์„ค๊ณ„์‚ฌ(CFP) ์‹ค๋ฌด์ž์˜€์Šต๋‹ˆ๋‹ค. ๋ฉด์ฑ… ์กฐํ•ญ: ์ด ์ฑ„๋„์—์„œ ๊ณต์œ ๋œ ๊ฒฌํ•ด์™€ ์˜๊ฒฌ์€ ์ •๋ณด ์ œ๊ณต ๋ฐ ๊ต์œก ๋ชฉ์ ์œผ๋กœ๋งŒ ์ œ๊ณต๋ฉ๋‹ˆ๋‹ค. ์ด์ „์— ๋ผ์ด์„ ์Šค๊ฐ€ ๋ถ€์—ฌ๋˜์—ˆ์ง€๋งŒ ๊ธฐ์—ฌ์ž๋Š” ๋” ์ด์ƒ ์—…๊ณ„ ์ฐธ์—ฌ์ž๊ฐ€ ์•„๋‹ˆ๋ฉฐ ์žฌ์ •์  ์กฐ์–ธ์„ ์ œ๊ณตํ•  ์ˆ˜ ์žˆ๋Š” ๋ผ์ด์„ ์Šค๊ฐ€ ์—†์Šต๋‹ˆ๋‹ค. ์žฌ๋ฏธ์žˆ๋Š” ๋ฐฉ์‹์œผ๋กœ ๊ต์œก ์ •๋ณด๋ฅผ ์ œ๊ณตํ•˜๊ธฐ ์œ„ํ•ด ๋…ธ๋ ฅํ•ฉ๋‹ˆ๋‹ค. ํˆฌ์žํ•˜๊ธฐ ์ „์— ํ•ญ์ƒ ์ž์‹ ์˜ ์—ฐ๊ตฌ์™€ ์‹ค์‚ฌ๋ฅผ ์ˆ˜ํ–‰ํ•˜์‹ญ์‹œ์˜ค. ์ผ๋ฐ˜์ ์œผ๋กœ ํˆฌ์žํ•˜๊ธฐ ์ „์— ๋ฉดํ—ˆ๊ฐ€ ์žˆ๋Š” ํˆฌ์ž ์ „๋ฌธ๊ฐ€์™€ ์ƒ๋‹ดํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ์ „์ฒด ๋ฒ•์  ๋ฉด์ฑ… ์กฐํ•ญ์„ ๋ณด๋ ค๋ฉด ๋‹น์‚ฌ ์›น์‚ฌ์ดํŠธ๋ฅผ ๋ฐฉ๋ฌธํ•˜์‹ญ์‹œ์˜ค: .

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What It's Like Being An Investment Advisor (My Honest Thoughts)

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What It's Like Being An Investment Advisor (My Honest Thoughts)
financial advisor
์˜จ๋ผ์ธ์œผ๋กœ ๋ˆ์„ ๋ฒ„๋Š” ๋ชจ๋“  ์ตœ์‹  ๋ฐฉ๋ฒ• ๋ณด๊ธฐ: ์—ฌ๊ธฐ์—์„œ ๋” ๋ณด๊ธฐ
์˜จ๋ผ์ธ์œผ๋กœ ๋ˆ์„ ๋ฒ„๋Š” ๋ชจ๋“  ์ตœ์‹  ๋ฐฉ๋ฒ• ๋ณด๊ธฐ: ์—ฌ๊ธฐ์—์„œ ๋” ๋ณด๊ธฐ

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