Your Wealth Advisor - Canada

Financial Planning Standards Council (FPSC): A not-for-profit organization here to benefit the public by leading the evolution of the financial planning profession in Canada through the development, enforcement and promotion of the highest competency and ethical standards in financial planning as defined by individuals who have earned the Certified Financial Planner® (CFP®) designation.

Canadian Securities Institute (CSI): Providing world-class, life-long education for financial professionals for more than 30 years. CSI is the preferred partner for individual and corporate financial services education internationally. Designations granted by CSI have become a true measure of expertise in: securities, mutual funds, banking and trusts, insurance, portfolio management, financial planning and wealth management. State of the art industry knowledge that is the recognized standard for regulatory authorities, financial organizations and associations in Canada and around the globe.

Insurance Council of British Columbia: Council has delegated authority to license insurance agents, salespersons, and adjusters and authority to investigate and discipline licensees. In January 2005 Council was granted rule-making authority. Council is accountable to the provincial government and reports to the Minister of Finance. Council's mandate is to provide a level of protection to the public regarding the sale of insurance products and services. The councils mission statement: here to serve the public by ensuring licensed insurance agents, salespersons and adjusters act within a professional framework, which promotes ethical conduct, integrity, and competence.