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Certified Financial Planner, CFP™

The Certified Financial Planner (CFP™) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). The CFP® registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC). For more information go to: www.cfp-ca.org/

Chartered Life Underwriter, CLU

The Chartered Life Underwriter (CLU) is a professional financial advisor specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning, and wealth transfer. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry. For more information go to: www.advocis.ca/

Registered Health Underwriter, RHU®

An RHU® (Registered Health Underwriter) is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.
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