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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™ Brian Poncelet

Brian Poncelet is an INDEPENDENT certified financial planner (CFP) working in the financial services industry since 1994. He serves clients in Oakville, Burlington, Mississauga, Toronto and surroundin...

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™ Tom Orton

Behavioural Cash Flow Planning™ is a vital part of the services I offer clients and prospects. I’m excited to help people figure out how to manage their existing dollars to achieve short and long ...

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™ - 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...

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