MEET THE TEAM
We excel because we're committed to excellence. Putting our experience to work for you!
TEAM ACCREDITATIONS
WORLDWIDE
CFP
CERTIFIED FINANCIAL PLANNER
WE DELIVER
Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.
PETER
MICHAEL
SEE WHO HAS THIS ACCREDITATION
ERICA
(In Progress)
WORLDWIDE
CIM
CHARTERED INVESTMENT MANAGER
WE DELIVER
It's the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures those who earn it are qualified to evaluate and manage all aspects of an investment portfolio for sophisticated clients.
PETER
MICHAEL
(In Progress)
SEE WHO HAS THIS ACCREDITATION
WORLDWIDE
FEA
FAMILY ENTERPRISE ADVISOR
WE DELIVER
The global benchmark in family business providing professional advisory based on significant technical knowledge.
PETER
MICHAEL
(In Progress)
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WORLDWIDE
C. (DIR)
CHARTERED DIRECTOR PROGRAM
WE DELIVER
A globally recognized, university accredited designation that prepares directors with the skills and knowledge to have a positive impact on boards
PETER
(In Progress)
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WORLDWIDE
CHRP
CERTIFIED HUMAN RESOURCES PROFESSIONAL
WE DELIVER
A designation that validates leaders in the HR space, including knowledge of HR, workplace readiness, and commitment to career-long learning.
CHRISTINA
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WORLDWIDE
R.H.N
REGISTERED HOLISTIC NUTRITIONIST
WE DELIVER
Professionals who evaluates a client's health and wellness, and recommends lifestyle and nutritional changes to support their health goals. RHNs take a more holistic approach than conventional nutritionists, who may focus on calorie counts and nutrient intake.
TAYLOR
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WORLDWIDE
CEBS
CERTIFIED EMPLOYEE BENEFIT SPECIALIST
WE DELIVER
The premier designation in benefits and pensions, considered the standard of excellence in the industry.
CHRISTINA
MICHAEL
SEE WHO HAS THIS ACCREDITATION
WORLDWIDE
CSC
CANADIAN SECURITIES COURSE
WE DELIVER
Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.
PETER
MICHAEL
SEE WHO HAS THIS ACCREDITATION
TAYLOR
ERICA
WORLDWIDE
LLQP
LIFE LICENSE QUALIFICATION PROGRAM
WE DELIVER
Industry benchmark and licensing requirement to deal with life insurance, accident and sickness insurance, segregated funds and group benefits.
TAYLOR
MICHAEL
SEE WHO HAS THIS ACCREDITATION