What
is a CFP?
The
designation of a CFP, or Certified Financial Planner, is
a measure of trust. The CFP designation represents the
level of competency required to help you construct and
monitor a financial road map.
As a Certified Financial Planner, I have the tools and
the up-to-date knowledge to write a compressive financial
plan, and then help you to monitor your plan it to make sure you are
continually achieving your financial goals. I am able to work
either on a fee for service basis or on a commission basis. The
choice is always yours.
What will a CFP do for you?
The
Certified Financial Planner is required to adhere to a
strict code of ethics, and continually update their financial
knowledge. For more information you may visit www.cfp-ca.org
As a Certified Financial Planner my dedication to the financial planning process
and providing a high level of professionalism, I promise to each and every client.
My practise is centred around ensuring that I give each and every client the information and tools they need to make an informed decisions for their financial
future.
What Products can a CFP Offer?
Whether
it is a retirement plan, an estate plan, a financial divorce
plan or education plan, you will have the information required
to make the most important decisions of your financial
life. In dealing with one of the most personal and sensitive
aspects of people's lives, your financial security, trust
is at the heart of the financial planning relationship. A CFP designation ensures that you can trust in
the planner's competence, integrity and objectivity. And, trust the planner will act first and foremost in your best
interest.
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