Certified Financial Planner, CFP™

The CFP® registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC). An advisor with a CFP may help you with personal financial planning and offer advice on investment products and strategies.

Chartered Life Underwriter, CLU
The Chartered Life Underwriter is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.

Chartered Financial Consultant, CH.F.C.
A Chartered Financial Consultant is a financial advisor with advanced knowledge in wealth accumulation and retirement planning. An advisor with a CH.F.C. designation is an expert in retirement planning and capital accumulation strategies.

Elder Planning Counsellor, (EPC)
Elder Planning Counsellors are caring professionals dedicated to effective guidance of the aging market. The EPC is a companion specialty designation. It makes existing credentials more practical for elders. EPCs commit to a high standard of ethics and code of conduct as set out by the Canadian Initiative for Elder Planning Studies (CIEPS).

CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Financial Planning Standards Board Ltd. and awarded by Financial Planners Standards Council in Canada, through license.