CIM (in progress- Chartered Investment Manager) Highly qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.
FEA (Family Enterprise Advisor) Designation to help families with their complex continuity needs.
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.
CWSP (Chartered Strategic Wealth Professional) Qualified to service clients who have complex financial needs.
CIWM (Certified International Wealth Manager) Top credential to manage high net worth client needs.
EPC (Elders Planning Counselor) Qualified to work with adults 55 plus to take a total needs approach and provide practical solutions.
Responsible Investment Specialist (RIS) 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.
CSC (Canadian Securities Course) Industry benchmark and licensing requirement to deal in securities, mutual funds, liquid alts and exchange-traded funds.
CPC (Conduct & Practices Course) Comprehensive understanding and following of the rules, regulations, practices and ethics of financial management.
WMTC (Wealth Management Techniques Course)
FMA (Financial Management Advisor Program)
MDRT Court of the Table (Million Dollar Round Table) Exclusive association of life insurance and financial planning professionals that meet stringent guidelines and adhere to strict ethical standards and excel in helping others with their financial needs.
CALU (Conference for Advanced Life Underwriting) With a focus on advanced planning issues members provide personal financial, business succession, estate planning, wealth creation, retirement planning and employee benefits services.