Your Wealth Advisor - Canada
Safe, Suitable & Appropriate Solutions For You - Worry Free Investments
Certified Financial Planners
Certified Investment Manager
Independent Annuity Broker
Independent Insurance Broker
Registered GIC Deposit Broker
Backgrounder
Financial Planning Standards Council
Certified Financial Planner, (CFP) Designation
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(CFP) Certified Financial Planner. The internationally recognized credential awarded in Canada by Financial Planning Standards Council (FPSC). CFP professionals must meet the FPSC's standards in education, experience, examination and ethics. CFP professionals must also have 30 hours of continuing education every year and agree to abide by the CFP Code of Ethics to renew their right to use the credential annually.
Canadian Securities Institute
Canadian Investment Manager (CIM) Designation
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Portfolio Management Techniques
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Investment Management Techniques
Financial Management Advisor (FMA) Designation
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Wealth Management Techniques
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Professional Financial Planners Course
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Canadian Securities Course (Honours)
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Canadian Insurance Course – Full Version (Honours)
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Full LLQP: Life Licence Qualification Program
Registered Deposit Brokers Association
Registered Deposit Agent (RDA) Designation
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RDBA Canadian Deposits Course
British Columbia Institute of Technology
Click here for: Memberships & Licensing Organizations
