Our Designations

Continuous learning is very important to our team. We have obtained the following mix of designations to better serve our client and to help families navigate the complexities of today's financial landscape.

Canadian Securities Course (CSC)

The CSC is a baseline regulatory requirement to perform securities and mutual fund transactions in financial services positions. The course focuses on helping develop a better understanding of the Canadian financial services landscape.

Conduct and Practices Handbook (CPH)

The CPH helps advisors have a clear and current understanding of the rules, regulations, practices and ethics of Canada's every-changing financial landscape.

Certified Financial Planner (CFP)

The CFP designation is recognized internationally for excellence in financial planning. Those who hold it have achieved and maintain internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with a qualified professional who will put the clients' interests ahead of their own.

Chartered Investment Manager (CIM)

The CIM designation is leading industry standard that is recognized by the Canadian securities regulators. Those who hold it demonstrate proficiency and adherence in implementing advanced investment strategies and working with clients in a discretionary investment management capacity.

Fellow of the Canadian Securities Institute (FCSI)

The FCSI designation is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

Bachelor of Science (B.Sc.)

Bachelor of Science (B.SC.) in Biology from the University of Saskatchewan (Saskatoon).

Bachelor of Arts (B.A.)

Bachelor of Arts (B.A.) in Economics and Political Science from the University of British Columbia (Vancouver).