Your Wealth Advisor - Canada

Safe, Suitable & Appropriate Solutions For You - Worry Free Investments

Graham Cook


Graham Cook

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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   

  • (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  

  • Portfolio Management Techniques
  • Investment Management Techniques

 

Financial Management Advisor (FMA)  Designation

  • Wealth Management Techniques
  • Professional Financial Planners Course 
  • Canadian Securities Course (Honours)
  • Canadian Insurance Course – Full Version (Honours)

 

British Columbia Insurance Council 

  • Licensed Corporate Agent in British Columbia
  • Full LLQP:  Life Licence Qualification Program

 

Registered Deposit Brokers Association

 

Registered Deposit Agent (RDA) Designation

  • RDBA Canadian Deposits Course

 

British Columbia Institute of Technology

 

  • Forest Products - Engineering Technology

 

 

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Nanaimo, B.C., Canada

 Email: Service@compositefinance.com

 

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