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Eric Muir, B Comm (Hons. Fin.), FCSI™, CIM®, RHU® Senior Portfolio Manager

It is Eric’s mission to help clients achieve their personal and professional goals through sophisticated, conservative growth and income strategies. He founded the Muir Investment Team to become and remain the most trusted advisor to the clients they serve. How Eric helps to achieve that is through the value he places in building trust with clients – to be dependable, faithful, and reliable, while taking care to do his duty diligently, protecting the investments entrusted to the team for safekeeping.

Education

  • Bachelor of Commerce (Honours Finance), Carleton University, Ottawa
  • Fellow of the Canadian Securities Institute (FSCI)
  • Chartered Investment Manager (CIM®)
  • Certificate in Advanced Investment Advice
  • Registered Health Underwriter (RHU®)

Experience

Eric has been a financial advisor for more than 30 years, and has been licensed to provide life & disability insurance since 1990. He has an in-depth knowledge of incorporated professionals, family and other trust structures, as well as tax, retirement and estate planning. As a Financial Advisor and Portfolio Manager with Raymond James Ltd., Eric works extensively with professionals, business owners, and pre-retired families. Before joining Raymond James in 2013, Eric was a senior vice president of a national bank.

Memberships

  • Westside Church
  • Burnaby Board of Trade

Personal Profile

Eric is a third-generation Vancouverite, and resides in Burnaby with his wife, Carol. They have two children, Laura and Cyrus; a son-in-law, Brandon; and three wonderful grandchildren, Fiona, Jane and Jeffrey.

Eric’s main personal interests are family, community involvement, hiking, traveling, and motorcycling. He is an avid fundraiser for refugees and the needy in Cambodia, India and Latin America. His recent accomplishments include climbing Mt. Whitney, the tallest mountain in the contiguous United States, and completing his first book, “Retirement: Stop Worrying & Start Planning.”

Accomplishments

Raymond James Ltd. Presidents Council for the past 9 years

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.


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