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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™ Laura Nichols

I want to help you reach your dreams faster. I am a Red Seal classically trained Chef and Pastry Chef by trade, embracing a second career that I feel even more passionate about—Financial Consulting...

CCS™ Kristi Ames

Kristi is a second generation Certified Financial Planner and has been committed to providing simple, smart and successful financial advice since 2008. Armed with her Certified Financial Planner desig...

CCS™ Arthur Claxton

After two years of post-graduate work at the U of Manitoba he worked successfully for two provincial governments specializing in communications and adult education for 10 years.  He was concerned wit...

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™ 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™ 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 ...

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