top of page

FP Canada Standards Council:

Canadian Institute of Financial Planners:

CIFP Retirement Institute:

Office of the Superintendent of Financial Institutions:

Canadian Securities Institute:

Financial Services Commission of Ontario:

Insurance Council of British Columbia:

Alberta Insurance Council:

Insurance Council of Manitoba:

Canadian Bankers Association:

Canadian Investment Regulatory Organization:

Canadian Mortgage Brokers Association:

Private Capital Markets Association of Canada:

Real Estate Council of Alberta:

Real Estate Council of British Columbia:

Estate Planning Council of Calgary:

Kelowna Estate Planning Society:

bottom of page