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WF Financial Group

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Education

Distinction through Education

Our commitment to provide superior service to our clients can be observed through our dedication to continued education, where each member of our team strives to achieve excellence.

Chartered Investment Manager (CIM®)

CIMChartered Investment Manager (CIM®) reflects the highest standard of discretionary investment management. Designed to ensure advisors have the knowledge and skills to evaluate, and manage discretionary investment portfolios, the Chartered Investment Manager (CIM®) Designation is a leading industry standard that also reflects an advisor's commitment to professionalism.

Fellowship of the Canadian Securities Institute (FCSI)

Representing unrivalled professionalism and excellence, the Fellow of CSI (FCSI) is the pinnacle credential and highest honour in the financial services industry. It is reserved for an elite group of financial services professionals who have met the highest standards for industry experience, advanced education, ethics and solid endorsement from their peers and superiors.
http://www.fcsi.ca/public.html

Financial Management Advisor (FMA)

A designation granted by the Canadian Securities Institute to graduates of its FMA program in advanced financial planning and wealth management. Graduates of the FMA program have the knowledge and expertise to handle complex wealth management issues and are able to provide advanced financial planning advice to sophisticated and high net worth investors.
https://www.csi.ca/student/en_ca/designations/fma.xhtml

Professional Financial Planning (PFP®)

The key to successful financial planning is the ability to competently integrate a wide variety of elements into a coherent financial plan that reflects your appetite for risk and investment objectives. A good financial advisor takes into account all aspects of your situation when building your strategy. The right financial advisor can help you stay focused and on track to achieving your goals.
https://www.csi.ca/student/en_ca/pfp/investors/index.xhtml

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.