Financial Consultant, Investors Group Financial Services Inc
The Chartered Life Underwriter (CLU®) designation is Canada's premier wealth transfer and estate planning designation.
The CLU designation is an internationally recognized credential for professional financial advisors specializing in advanced planning areas of wealth transfer and estate planning for individuals, business owners and professionals. The CLU designation, granted in Canada by The Institute for Advanced Financial Education, is Canada's premier wealth and estate planning designation. A CLU professional is qualified to help you with estate planning, wealth transfer, income replacement, risk management and succession planning.
The CLU designation provides the education needed in complex wealth and estate-transfer markets placing CLU designation-holders in the unique position of helping Canadians build and preserve wealth.
The Association was granted the authority by Act of Parliament to confer the CLU designation as far back as 1924.
Certified Financial Planner® certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada.
CFP® designation holders are highly regarded for their ability to provide clients with comprehensive financial planning services. CFP® designation holders put clients' interests first and ensure clients' financial needs and objectives are being met through the financial planning process.
Financial Planning Essesntials
Contemporary Practices in Financial Planning
Contemporary Practices in Risk Management & Retirement Planning
Wealth Management & Estate Planning
Financial Consultant, CFP, CLU, Investors Group Financial Services, Inc.
Understand the goals, limitations and concerns of people at various stages of their lives, then assist them to create their personalized financial plan that will not only address what is required to reach financial sucess, but also prepare in order to min