CIM (in progress – Chartered Investment Manager)
Highly qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.
CFP (Certified Financial Planner)
Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.
RIS (Responsible Investment Specialist)
Provides practical knowledge of Canada’s responsible investment (RI) marketplace. It equips investment professionals with the knowledge they need to discuss environmental, social and governance (ESG) issues with Canadian investors.
CEBS (Certified Employee Benefit Specialist)
The premier designation in benefits and pensions, considered the standard of excellence in the industry.
GBA (Group Benefits Associate)
A specialty designation focusing on life and health care and other group benefits.
RPA (Retirement Plans Associate)
a specialty designation focusing on all aspects of retirement plans
MDRT Top of the Table (Million Dollar Round Table) MDRT is an exclusive association of financial services professionals that meet stringent guidelines and adhere to strict ethical standards and excel in helping others with their financial needs. Top of the Table is reserved for the elite of the elite and less than 1% receive this designation.