What qualifications should I look for in a financial advisor?

Our team is among the most highly credentialed teams in Canada. With more than two decades of assisting individuals, couples, families and business owners to achieve their financial goals, we also have the experience to back up the training.

In terms of certifications our team possesses the following: two CPAs, four CFP® designations, five members with a CIM®, three CFAs, and one CBV.

You can learn more about what each designation means, why they matter, and how we put our credentials to use for our clients in this video from Josh & Colin.