CFP, CIM, EPC, FCSImore
J. W. Brian Phillips, an Investment Advisor and an investment professional for over 25 years, customizes wealth management services for the individual and corporate client. In an investment environment that's constantly changing, the challenge is to find a skilled partner who can help you achieve your goals while safeguarding your assets. This partner must provide ongoing, innovative solutions and personalized attention. We specialize in developing individual solutions that meet your investment and retirement needs while offering a full range of products and services.
CIM (Certified Investment Manager)
This designation from the Canadian Securities Institute signifies investment professionals whose studies and experience qualify them as private client wealth management advisors. "CIM graduates are among the elite of the investment industry."
CFP (Certified Financial Planner)
"Most provinces do not regulate the use of the term "financial planner." CFP certification is your assurance that your planner has completed a rigorous course of study approved by FPSC, passed the only independently developed national comprehensive examination (the CFP® Examination) for financial planning, and is committed to ongoing professional development and adherence to the professional CFP® Code of Ethics and CFP® Financial Planning Practice Standards developed and enforced by FPSC."
FCSI (Fellow of the Canadian Securities Institute)
"The fellow of the Canadian Securities Institute (FCSI) designation recognizes exemplary individuals in the wider financial services industry. Regarded as the highest honour in financial services, this prestigious designation is conferred only after careful review of the credentials of qualified candidates, including their education and work history. Professionals must meet a rigorous set of eligibility requirements and undertake continuing education." CSI
EPC (Elder Planning Counselor)"The Canadian Initiative for Elder Planning Studies believes that working with the maturing client involves a "total needs approach," and that these needs evolve from an individual's early wage-earning years and continue to change as the individual moves through the aging process. The Elder Planning Counselor EPC curriculum is a comprehensive education program designed to recognize these needs and provide you with the essential knowledge and tools that are necessary to effectively develop proper rapport and practical solutions." CIEPS