Having worked in the industry since 1983, Bassam Kadi joined MacDougall, MacDougall & MacTier (3Macs) in 1995 as a Portfolio Manager with special attention to serving the financial needs of business owners. 3Macs became a division of Raymond James Ltd. in October 2016.
Bassam has an educational background in International Business and History, and he has earned the financial credentials of Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). During his years as a Portfolio Manager, he has found that being straightforward is the most effective strategy for approaching his clients’ investments. This helps Bassam relate to clients on a personal level, so that he can operate with a clear understanding of their financial goals, and his clients can proceed with a clear understanding of the strategies that are bringing them closer to those goals.
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.