We hold the highest credentials/designations in advanced investment consulting and financial planning:
Certified Investment Management Analyst CIMA™
The Investment Management Consultants Association's (IMCA™) CIMA™ certification program. This program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Learn More
Fellow of the Canadian Securities Institute FCSI™
Representing individual integrity and unrivaled professionalism, the designation of Fellow of the Canadian Securities Institute (FCSI)™ is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. Learn More
Chartered Investment Manager CIM™
The Chartered Investment Manager (CIM™) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. Learn More
Certified Financial Planner CFP™
The Financial Planning Standards Council's Certified Financial Planner™ (CFP™) certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada. Since financial planning is not regulated in most Canadian provinces, anyone can call themselves a "financial planner"; but not everyone who refers to themselves as a planner is indeed qualified. Learn More
The Personal Financial Planner PFP®
The Personal Financial Planner designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada's largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client's financial situation. Learn More
Chartered Financial Divorce Specialist CFDS™
The goal of a Chartered Financial Divorce Specialist (CFDS) is to provide an objective assessment of potential financial settlement scenarios. They do not offer legal opinion or advice. A CFDS follows a strict code of ethics as monitored by the Academy of Financial Divorce Specialists and other relevant licensing authorities. Learn More
