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The Certified Financial Planner (CFP™) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). An advisor with a CFP may help you with personal financial planning and offer advice on investment products and strategies.
A Chartered Life Underwriter (CLU) is a financial advisor with advanced knowledge in life and health insurance and estate planning. An advisor with a CLU specializes in advice on life insurance needs, tax planning, planning your estate and may also offer assistance in financial planning for business owners.
A Registered Health Underwriter (RHU) is an insurance advisor with advanced knowledge in disability insurance and health benefits. An advisor with an RHU has acquired the knowledge to offer advice on individual disability income insurance needs.
Plan your future with an Elder Planning Counselor. Take advantage of the wealth of knowledge designed by Canadians for Canadian professionals. If you are part of Canada’s largest, growing population segment, the 50-plus crowd, then you will profit by working with an EPC. These people know and understand the issues and alternatives that are important and unique to your senior life; respect your circumstances and confidentiality; provide guidance and assistance in financial, emotional, spiritual and health issues with your best interests in mind; create solutions that acknowledge your particular concerns and challenges; inconspicuously accommodate any age appropriate physical challenges and impairments that you may have to ensure that your needs are met.
