Your financial planner has the potential to directly affect your financial and emotional well-being, today and in the future. This is why its important to be working with a planner who has achieved the highest designation in financial planning profession.
The Certified Financial Planner® (CFP®) designation, has been recognized as the standard for financial planning in Canada and around the world, providing assurance that the design of your financial future rests with an individual who has met the highest standards of knowledge, skills, abilities and ethics. And who has a fiduciary duty to do what’s in your best interest.
At Elite Private Wealth, you will be working with an advisor who has met this high standard and is CFP® certified. When it comes to your family’s future, working with CFP® Professional will put you down the path to success.
Contact us today to meet a Certified Financial Planner® ready to work for you.
What is a Financial Planner
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.