Toll Free: +1 (800) 469-2583
Fax: (905) 272-3733
How should you invest?
The definition of the word ‘invest' is as follows:
1. To commit (money) in order to earn a financial return
2. To make use of for future benefits or advantages
"To achieve peace of mind, you need a focused plan and a CFP® to advise you"
As a CIBC Wood Gundy Investment Advisor who holds the Certified Financial Planner (CFP®) designation, I specialize in developing and implementing investment strategies and financial plans.
The following are some excerpts from the Financial Planners Standards Council website www.fpsc.ca you may find helpful:
"The CFP® mark identifies individuals who are dedicated to the highest level of professionalism in providing financial planning advice. The CFP credential assures the planner adheres to internationally recognized professional standards of competence and ethical practice as set in Canada by the not-for-profit Financial Planners Standards Council (FPSC). CFP® standards include requirements in education, examination, experience and ethics – commonly known as the 4Es of professionalism.
Why is it important to deal with a CFP® professional?
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 the 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."
To arrange a personal consultation, please contact my office to arrange an appointment. I can meet you at my office, your office or your home. My hours are flexible.