Fellow of the Canadian Securities Institute
According to the Canadian Securities Institute, 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.
When you earn the FCSI, you become a member of an exclusive group of financial professionals recognized and respected by clients, employers and the investing public. FCSIs are distinguished leaders, industry ambassadors and mentors to future financial leaders.
Out of 700,000 financial services professionals in Canada, only 3,500 hold the pinnacle credential. For more information about the FCSI designation click here.
Certified Financial Planner
According to the Financial Planning Standards Council, “CFP certification is the industry gold standard in financial planning. CFP professionals are the largest group of financial planners in Canada with over 17,500 who meet and adhere to the strict standards of this designation. Canadians who work with a CFP professional are more likely to report their financial affairs are on track than those dealing with non-certified planners.”.
For more information about the CFP designation click here.
Financial Management Advisor
In 2003, Greg achieved the Financial Management Advisor (FMA) ® designation. This designation denotes a “mastery level of knowledge” and “expertise to handle complex wealth management issues and counsel high-net worth clients”.
For more information about the FMA designation click here.
Certified Professional Consultant on Aging
CPCAs are professionals who have studied courses about the health, social and financial aspects of aging and have been trained, tested and certified by the world’s preeminent Age-Friendly Business™ Organization. Dr. John Crawford, VP Education, and a retired professor of Gerontology refers to the curriculum as “Gerontology 101 for business – taking cutting edge research and translating this into best practice for professionals” serving seniors. All CPCAs must abide by a rigorous Code of Professional Responsibility overseen by an independent Board of Standards.
For more information about the CPCA designation click here.
Bachelor of Business Administration
Greg graduated from Acadia University in Wolfville, NS with a Bachelor of Business Administration (BBA) degree in 1994. Greg was awarded a scholarship for the highest entrance marks from a New Brunswick business student. Greg also set the record in the undergraduate investment competition as well as in the marketing simulation game. He majored in Finance and was a member of the investment club.
Bachelor of Commerce
Jacob graduated from Carleton University in Ottawa, Ontario with concentrations in Accounting and Finance.
Registered Retirement Consultant
In 2016, Beth achieved the Registered Retirement Consultant (RRC®) designation which is granted by the Canadian Institute of Financial Planning. This designation equips advisors "with the comprehensive knowledge they need to discuss retirement concepts and strategies with their clients." It is highly acclaimed and the credential is universally recognized throughout the financial services industry. There are approximately 5000 RRC holders in Canada.
For more information about the RRC® designation click here.
Responsible Investment Advisor Certification
The RIAC designation is for advisors who have received specialized training and ongoing education on the topic of responsible investing. It involves the examination of environmental, social and governance (ESG) factors in decision making. It is administered by RIA Canada.
For more information on the topic of responsible investing, click on the link for RIA Canada here.