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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™ 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™ 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™ 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™ 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™ 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...

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