Our shared and deep commitment to professionalism inspires our continuous pursuit of knowledge and expertise through continuing education and advanced designations.
This depth of expertise allows us to provide you with unparalleled advice and personalized financial strategies.
Here’s our team’s credentials and designations and the significance in your business or personal financial success.
Master of Business Administration (MBA)
Master of Business Administration is a graduate management degree that provides insights into marketing, finance, management, accounting, and business leadership. This provides a solid understanding of corporate structures, financial landscapes, and comprehensive business strategies.
Master of Laws (LLM) in Taxation
The Master of Laws in Taxation is a graduate law degree that provides specialized knowledge in Canadian tax law, with advanced skills and knowledge in contemporary tax issues facing Canadian small business owners.
Master of Arts (MA)
Master of Arts is a graduate degree with specialized research areas in economics, history, law, and economic regulation.
Bachelor of Business Administration (BBA)
Bachelor of Business Administration is an undergraduate degree that develops the foundations of business management including business operations, management principles, and accounting practices.
Certified Financial Planner (CFP®)
A Certified Financial Planner Certification, granted by FP Canada, is considered the standard for the profession within Canada and throughout the world. This designation requires commitment to ethical and professional standards and demonstrated competence.
Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter, granted by The Institute, is an advanced insurance designation for complex financial planning, with a focus on intergenerational wealth transfer and retirement and estate tax planning.
Chartered Investment Manager (CIM®)
The Chartered Investment Manager, granted the Canadian Securities Institute, is the investment industry standard for wealth management professionals to develop personalized portfolios and provides advanced knowledge of investment strategies.
Trust and Estate Practitioner (TEP)
The Trust and Estate Practitioner, granted by STEP Canada, provides advanced knowledge of the trust and estates planning to navigate the legal, tax and planning complexities of estate and succession planning.
Certified Divorce Financial Analyst (CDFA®)
The Certified Divorce Financial Analyst, granted by the Institute of Divorce FInancial Analysts, is a specialized credential to clarify the financial impact of divorce and separation.
Chartered Financial Divorce Specialist (CFDS™)
The Chartered Financial Divorce Specialist, granted by the Academy of Financial Divorce Specialists, provides focused expertise to prepare objective assessments of potential divorce or separation financial settlements.
Reach out to see if our knowledge can contribute to achieving your financial goals.
