Our designations

Our team strongly believes in the benefits of lifelong learning. Our team has earned the following designations and titles to better serve our clients and guide families through today's financial landscape.

Financial Planner (Certified Financial Planner CFP)

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can live life confidently.

Certified International Wealth Manager (CIWM)

The Certified International Wealth Manager (CIWM) designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the unique knowledge and skills to address the complex needs of high-net-worth clients.

Chartered Investment Manager (CIM®)

The Chartered Investment Manager (CIM®) designation is the industry educational standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators as meeting the proficiency requirements for those applying for approval in a portfolio management registration category.  The regulatory bodies (IIROC and CSA) may have their own non-proficiency-related requirements to approve registration in this category.

Fellow of CSI (FCSI®)

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

Master of Business Administration (MBA)

The Master of Business Administration (MBA) is an internationally recognized graduate-level degree focused on business administration.

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