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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™ Mary Chow Ivanovic

Mary joined LifePlan Financial Management Inc. in 2010, an independent brokerage firm which provides professional service and unbiased advice. Prior to joining LifePlan Financial, Mary was a Financial...

CCS™ John Ong

John has called Vancouver his home for over 40 years. He is married and a proud father of 2 children. John believes that the products and services he provides will allow his clients to achieve the fin...

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™ 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™ 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™ Joy Adams

Joy has been in the Financial Services industry since 1994. She is the founder and CEO of Covenant Wealth Financial Services. Holistic financial planning is at the heart of what they do to help their ...

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