A Chartered Investment Manager at Raymond James Independent Planning Services, Michael Korman, B. Comm, FMA, CIM®, FCSI®, began his Investment Advisor career in 1995. I guide my clients in a process to clarify their values, articulate their goals and commit them to the correct strategy to achieve those goals by reasonable dates. For value, our team coordinates all client professional affairs, consolidates client accounts to lower financial risks, gives context to the purpose of portfolio investments, shares a vision of your future and gives you perspective on the impact of attaining your financial home in good order. My role is to help you keep it this way. You will derive value from time spent with my team, regardless of whether you join my Ideal Client Community.
In 2002, Michael moved his business from a bank-owned investment firm to Raymond James Ltd. Prior to 1995, Michael spent 13 years in the consumer products industry, working in administration, marketing, and acquisitions as well as serving as assistant to the Chairman of a public dairy group. Operating on the highest principals of ethics and integrity, Michael works on a referral basis at Raymond James.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.