Working with a CFP®
Working with a Certified Financial Planner®
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