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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™ Stephen J. Hall

Stephen J. Hall is an independent Financial Security Advisor & Mutual Fund representative with HUB Capital Inc.  He began his career in Financial Services with Sun Life Financial in 1996.  In 2...

CCS™ Carol Ann Budd

In her past career as a Professional Engineer, Carol Ann solved complex customer technical issues and led global R&D projects before joining Investors Group as a financial planner. The combination...

CCS™ Janine Purves

Are you on track for retirement?   Do you make a good living, but don’t know if you’re saving enough? If this sounds like you, Janine can help.  With over 20 years in the financial services ind...

CCS™ Robert R. Lamb

Robert strongly believes the relationship between a financial professional and his clients should be built upon mutual trust and appreciation. If you’re fed up with the lack of financial advice out...

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