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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™ Mathew Moore

I have been in the financial services industry since 2003. Currently I am a Investment Advisor and Certified Retirement Specialist with TD Wealth Private Investment Advice. I hold the Certified Intern...

CCS™ Catherine Leahy

Catherine has been licensed in Financial Services since 2001. She has previously been a Branch Manager in the MFDA (Mutual Fund Industry). She works with a variety of clients from new investors, high...

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™ Chad Ackerman

Growing up in the Northern reaches of British Columbia forced Chad early on in his life to learn how to adapt to the changing environment around him. Obtaining his Education degree from the University...

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™ Thais McKee

  Contact Information: 222-9223 28th Avenue NW Edmonton, AB T6N 1N1 Phone: (780) 328-2562 Ext:110 Email:  ...

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