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Press Releases

One of the greatest features of the CCS™ Designation is the opportunity to join a group of like-minded financial professionals. Though spread out across Canada, all CCS™ Professionals share the common goal of helping Canadian families fund their dreams. If you’re wondering what advisors in our training are saying about the impact their new skill has—look no further!

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Behavioural Cash Flow Planning™ Adds a Different Layer to Financial Planning
December 7, 2016 Halifax, NS – Throughout her 20 plus years in the financial services industry, Diane Stoneman, SVP, Portfolio Manager, Private Client Group, Raymond James Ltd., has always focused on taking a holistic approach in terms of helping clients optimize thei ...
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THIS IS NOT JUST ANOTHER DESIGNATION,
IT’S A WHOLE NEW WAY OF DOING BUSINESS.DIFFERENTIATE YOUR PRACTICE.