Certified Financial Planner

The Certified Financial Planner® designation is the most respected and recognized financial planning designation in Canada. It provides clients with the peace of mind that they are working with an experienced professional who has all of the necessary skills and knowledge to help them reach their financial goals.

In order to become a CFP, individuals must work through extensive learning programs, complete qualifying work experience, and pass a rigorous six hour exam. These strict requirements ensure that the CFP professional is ready to examine their clients entire financial situation and build a financial plan that grows and preserves their wealth.

Rosalia is an experienced CFP who will be able to assess all of the complex aspects of your financial situation and she will work with you to determine the best approach so that you can live your life to the fullest.

Source: FP Canada  

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