PROFESSIONAL MILESTONE
Advanced Investment Knowledge, Applied with Discipline
Eric Li, CIM®
Chartered Investment Manager
Earning the Chartered Investment Manager (CIM®) designation represents an important professional milestone and reflects advanced knowledge in investment analysis, asset allocation, portfolio construction and risk management.
For clients, this means a disciplined and structured approach to evaluating investments—one that considers objectives, risk tolerance, time horizon, diversification and changing market conditions rather than relying on short-term market noise.
The CIM® designation requires specialized education, relevant professional experience, adherence to a professional Code of Ethics and ongoing continuing education.
Build, Protect & Multiply Your Legacy.
Yun Ting Li (Eric Li), CIM®, is registered as a Dealing Representative of AssetPlus Capital Inc. Mutual fund products and services are offered through AssetPlus Capital Inc. The CIM® designation does not, by itself, confer registration as a Portfolio Manager or authority to provide discretionary portfolio management services.
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Canadian Securities Institute (CSI) describes CIM® as the industry educational standard for discretionary investment and portfolio-management services and confirms that it requires education, qualifying experience and adherence to its ethical and maintenance requirements.