Financial Planning Professional Affiliations and Training
There are many different accreditations for financial advisors in Canada. When you are looking for your new financial planner, you should definitely look at their credentials. The gold standards for financial planners in Canada are the FA and CFP designations. Your next financial advisor should have one of these designations to ensure you get credible, up-to-date information.
Certified Financial Planner
Our principle financial advisor, Barb Steele, has been a Certified Financial Planner (CFP) with the Canadian Institute of Financial Planners (CIFP) for over 10 years and has upheld the Code of Ethics and standard of excellence of the CIFP with her clients.
Registered Retirement Consultant and Retirement Specialist
It is important to not only have a solid training in financial planning services but to have consistent training that will keep your financial planner at the head of their field. Barb has earned recognition as a Registered Retirement Consultant® (RRC) with the CIFP, giving her a specialization in helping Canadians plan for their retirements and make a successful transition to this exciting phase of their financial lives.
Barb specializes in helping people transition to retirement successfully and to ensure that she stays on top of the latest trends in retirement planning and retirement living, she is a member of CARP, Canada’s leading advocacy group for healthy aging.
She is also a Registered Employee Benefits Consultant (REBC), a certification that gives her deep knowledge of pensions and retirement plan funding to better help her clients with employee benefit and pension programs.