Professional Recognitions
We take great pride in our accomplished team, who have earned some of the most respected and recognized designations in the financial industry.
Chartered Financial Analyst® (CFA®)
A Chartered Financial Analyst® is one of the highest distinctions in the investment management position; a CFA charter holder has the expertise and real-world skills in investment analysis. In addition, more than 170,000 professionals have been recognized globally for their commitment to ethics and professionalism.
Chartered Professional Accountant® (CPA®)
A CPA® designation holder belongs to Canada’s accounting profession, which has long been recognized as punching above its weight in the national and international financial community. Today, a network of close to 10,000 members goes into communities across Canada to teach people of all ages how to make sound financial decisions to support their financial health.
