The Financial Planning Standards Council (FPSC) is the licensing body for the CFP® mark, internationally managed by the Financial Planning Standards Board (USA) and has been awarded the prestigious, international ISO 17024 Standard by the Standards Council of Canada.
Visit FPSC at http://www.fpsc.ca/financial-planning to learn about competencies, ethics, practice standards and engagement rules. All these are designed to protect you, the consumer.
TERRA FIRMA will enter into a formal planning engagement whereby, amongst others, the following areas will be addressed:
- Planner Due Diligence and Fiduciary Duty
- Scope of Services
- Tenure and Timeframe
- Conflicts of Interest
Rest assured you will be given INDEPENDENT, UNBIASED advice so you can make intelligent choices to implement our advice in all areas of your financial life.