I believe it’s important to look at multiple scenarios, so you have “options”. I’m a pattern reader and love to stay up to date on current events to understand the financial implications. As a type A, I understand the personality of professional service providers and support their growth.
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.
CSC (Canadian Securities Course)
Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.
LLQP (Life License Qualification Program)
Industry benchmark and licensing requirement to deal with life insurance, accident and sickness insurance, segregated funds and group benefits.
Advanced Certificate in 3H Financial Planning
The emphasis on 3H Financial Planning – Holistic Financial Planning, Human Behaviour and Honesty and Ethics
Strategize – get as many specifics as possible
Assess – thoughtfully make improvements as required
At the gym. The apple doesn’t fall far from the tree I get my fitness gene from both my Dad and Uncle
Geeking out on research –finance, fitness or whatever else strikes my interest
Spending time with friends and family
