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CCS™ Directory

The Certified Cash Flow Specialist™ Designation is the first program of its kind in Canada. Since its launch in November 2013, Financial Professionals in almost every province have received the CCS™ Designation.

Certified Cash Flow Specialists™ are tested for competency in behavioural spending concepts, debt and cash flow management, and on the creation and delivery of written Cash Flow Plans™ for clients. Designates must meet continuing education requirements, and follow a professional code of conduct in order to maintain their designation.

The CCS™ Directory lists a sampling of the financial professionals enrolled in our training.



CCS™ Matt Milleker

Born and raised in Regina, SK. I graduated university in 2009 and began working with my father at his business: Milleker Financial Inc. I became life insurance licensed in 2010 and began developing my...

CCS™ Bret Slutker

I am a husband and father first. My wife, Claudia, and I are the proud parents of two girls, Ashlen and Addison (I am outnumbered!). We all enjoy being active outdoors and spending time with family an...

CCS™ Mark Woolnough

Following the completion of a BSc. in Wildlife Biology, I was fortunate enough to spend time in the Yukon, NWT and Alberta followed by a rewarding career in the veterinary pharmaceutical industry and ...

CCS™ Tom Orton

Behavioural Cash Flow Planning™ is a vital part of the services I offer clients and prospects. I’m excited to help people figure out how to manage their existing dollars to achieve short and long ...

CCS™ Reg Hildebrand

Other Designations: CFP Education: BTh (Bachelor of Theology) 1986 CFP 2003 CCS 2016 Contact Information: As on file 5217-50 Street, Suite E Wetaskiwin, AB T9A 3B8 Phone number  780.35...

CCS™ Shalini Gupta -

  Contact Information: 1566 Astrella Cres. Mississauga, ON L5M 5AI Phone: (647) 774-2577 Email:  ...

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