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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.

CERTIFIED CASH FLOW SPECIALISTS™

FIND A CCS™ PROFESSIONAL NEAR YOU


CCS™ - First Awarded Designation in Canada Brendan Gardner

Brendan was born and raised in Dauphin. After high school, he attended the University of Manitoba where he obtained a Bachelor of Commerce Degree majoring in Accounting. Interested in accounting, Bren...

CCS™ - In Training 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™ John Ong

John has called Vancouver his home for over 40 years. He is married and a proud father of 2 children. John believes that the products and services he provides will allow his clients to achieve the fin...

CCS™ Shawn R. Windrem

Shawn was born and raised in Moose Jaw, Saskatchewan, and moved to Saskatoon in 1986 to attend the University of Saskatchewan. After graduation he married his wife Kathy and had two beautiful little g...

CCS™ Thais McKee

  Contact Information: 222-9223 28th Avenue NW Edmonton, AB T6N 1N1 Phone: (780) 328-2562 Ext:110 Email: thaya1@rogers.com  ...

CCS™ Shalini Gupta -

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

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