Accreditations and certifications


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Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners. With more than 11,000 members in 40 chapters across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection.

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Certified Health Insurance Specialist

The CHS designation is the only health-insurance focused designation in Canada. The CHS designation sets advisors apart with expertise in a specialized field of financial advice. It gives Advisors a competitive advantage in the market place. How? By giving advisors expertise in all areas of health insurance, including: income replacement, critical illness, long-term care, disability and group benefits. The CHS designation shows consumers and peers that the advisor has the education and specialized knowledge to provide strategic health-insurance advice.



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Certified Financial Planner

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® designation, have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Long considered the gold standard for financial planning in Canada, the CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put their clients’ interests ahead of their own.

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Million Dollar Round Table

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

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Certified Professional Consultant on Aging

Professionals who have successfully completed a robust and tested curriculum addressing the health, social, financial, and legal aspects of aging earn the respected Certified Professional Consultant on Aging (CPCA)® designation. This designation promotes awareness of the client's implicit and explicit challenges faced while navigating the emerging life stages.