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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™ 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™ 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™ Thais McKee

  Contact Information: 222-9223 28th Avenue NW Edmonton, AB T6N 1N1 Phone: (780) 328-2562 Ext:110 Email: thaya1@rogers.com  ...

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™ Reg Hildebrand

Other Designations: CFP Education: BTh (Bachelor of Theology) 1986 CFP 2003 CCS 2016 Contact Information: As on file 5217-50 Street, Suite E Wetaskiwin, AB T9A 3B8 Phone number  780.35...

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...

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