Our qualifications

Our team members hold a variety of prestigious designations. Please click to learn more about them.

Investments

The CFA Program of the CFA Institute is the most widely known and respected investment credential in the world. The CFA charter provides the basis of the bill of rights for our clients.

Fellow of the Canadian Securities Institute (FCSI)

The FCSI is the highest honour and most senior credential awarded by the Canadian Securities Institute (CSI). It is reserved solely for an elite group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

Tiger 21

TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) provides Members with powerful perspective – their own personal board of directors made up of visionaries, executives, entrepreneurs, and investors; the best minds and resources in the world at your service. Our Members are accomplished wealth creators from every industry and every geography.

Trusts and Estates

The Society of Trust and Estate Practitioners (STEP)

STEP is a multi-disciplinary organization with the most experienced and senior practitioners in the field, including lawyers, accountants, financial planners, insurance advisors and trust professionals. They provide domestic and international advice on trust and estates, including planning, administration and related taxes.

Chartered Life Underwriter (CLU)

For more than 80 years, the CLU designation has been widely recognized as a mark of excellence and is Canada's premier wealth transfer and estate planning designation.

Risk Management

Certified Health Insurance Specialist (CHS)

The CHS is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry.

Million Dollar Round Table (MDRT), Founded 1927

This is a long-standing, international, independent association of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. Membership is recognized as the standard of sales excellence in life insurance and financial services.

Financial Planning

Institut québécois de planification financière (IQPF)

This is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners.

Certified Financial Planner (CFP)

Long considered the standard for financial planning in Canada, the CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put their clients’ interests ahead of their own.