Certified financial planner (CFP®) is the premier designation you can earn in my field and is recognized worldwide. It shows a serious level of commitment to training and growth by the advisor and proves that not only is the advisor a trained professional, but they are knowledgeable enough to have passed the 6 hour national exam after the years of courses. Sadly in the investment industry there are all sorts of designations, many of which you can get by doing a short course online or paying a small fee. CFP® is your assurance that I not only take my job seriously…but I have the skill set to walk the walk.
I am not interested in simply selling you an investment. That is basic and can be done anywhere. There is so much more that I can do that will pay dividends to you and your family for many years. My job is to sort through the newest tax rules, government policy changes, and new products and ensure you have access to the things that will benefit you. I take my education seriously and put a lot of time into staying up to date on the latest changes that can be implemented.
You and your family will benefit significantly from my job being well done. If you are interested in talking about the pros and cons of investment funds, GIC’s, index investing, guaranteed products, tax free savings accounts etc. just write down your questions and let’s have a talk. I don’t just SELL products. My responsibility to you requires that I drill down deeper so that we both know that we have found the right solution…and it fits your needs and continues to fit your needs as your situation evolves.