Sign up for ourFree CRM2 Tool Kit

Be prepared to show clients exactly how much value you offer!

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™ 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™ 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™ 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™ 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™ Doug Deschner

Remarkably, from a young age Doug has shown a love of fiscal prudence. When he was a teenager it was just weird…now it is an attribute. Doug funded his University of Baltimore Business Administrati...

CCS™ Tammy Birtley

The ability to share my knowledge and experience with clients of all ages is truly very rewarding. As a professional with over 15 years of service, I must understand the whole financial picture. I wil...

1 2 3 17