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.

CERTIFIED CASH FLOW SPECIALISTS™

FIND A CCS™ PROFESSIONAL NEAR YOU


CCS™ Luke Love

Luke Love was born and raised in Dauphin, MB. He graduated from the Asper School of Business at the University of Manitoba with a double major in Finance & Human Resources in April 2015. Luke has...

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...

CCS™ Kelly Ho

Kelly entered the financial services industry in 2005 upon her graduation from the University of British Columbia. She holds the Certified Financial Planner (CFP) designation and the Certified Cash Fl...

CCS™ Deborah da Silva

Do you make a good living but wonder where your money goes each month? Are you looking for a way to eliminate debt and save more for your current dreams and future retirement? If this interests you, D...

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™ 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...

1 2 3 18