What is CIM®?

The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.

When you earn the CIM®, you become an investment advisor qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.


Would you like to keep informed about CSI's products and promotions?

Yes      No

What Are The Benefits of CIM®?

In addition to qualifying you to manage a client's investment portfolio in a discretionary capacity, your CIM® designation provides you with the following benefits:

  • Regulators may look at "good standing" within CIM® when reviewing applications for first time registration or for ongoing registration with IIROC
  • You will be listed in CSI's CIM® Directory, which helps clients find you and verify your credentials
  • Access:
    • CIM® trademark designation letters:
      the right to use in marketing materials to promote yourself and your credentials
    • CIM® Portal login:
      unlock online resources, publications and customizable marketing materials
    • CIM® LinkedIn community:
      network and contribute to valuable discussion
    • Exclusive webinars:
      stay on top of the latest industry topics
    • Promotional tools
      to help you promote yourself, your designation and educate your clients about you CIM
Path to cim

Path toCIM®

Learn More
Renew CIM


Learn More
Connect with CIM holder

Connect with CIM® holder

Learn More

What Designation Holders Are Saying?

What are you looking for

Employers that Support Us

Company Name
Company Name
Company Name
Company Name
Company Name
Company Name
Company Name