CREDENTIALS

Jamie Robb carries the following professional credentials and qualifications in addition to an Honours Bachelor of Commerce Degree from Laurentian University:

Certified Financial Planner (CFP)

Governing Body – Financial Planners Standards Council (FPSC)

A Certified Financial Planner® professional – recognizable by the CFP marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.

The CFP designation is recognized internationally for excellence in financial planning. There are approximately 17,000 CFP professionals across Canada, part of an international network of 150,000 individuals who have earned CFP certification in 26 territories around the world.

Why is the designation of your financial planner so important? In most Canadian provinces, there is no legislated standard in place for those who offer financial planning services. With the exception of Quebec, people who call themselves financial planners are not required to obtain any credentials whatsoever.

CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FPSC for a code of ethics, practice standards, and the rules and regulations of their professional body.

Look for the CFP marks to ensure you are receiving the standard in financial planning. Don’t settle for less.

Chartered Life Underwriter (CLU)

Governing Body – The Institute for Advanced Financial Education (IAFE)

The Chartered Life Underwriter (CLU®) designation is Canada's premier wealth transfer and estate planning designation.

The CLU is an advanced designation that expands on the knowledge gained in the CFP®education program with a focus on estate planning and wealth transfer.

What it does

The CLU designation provides the education needed to differentiate one's practice in complex wealth and estate-transfer markets placing CLU designation-holders in the unique position of helping Canadians build and preserve wealth.

How it helps you

The Association was granted the authority by Act of Parliament to confer the CLU designation as far back as 1924.

The CLU is recognized as an elite designation in the financial services industry and is respected by clients and financial practitioners alike.

Chartered Investment Manager™ (CIM)

Governing Body – Canadian Securities Institute (CSI)

The Chartered Investment Manager (CIM®) Designation is a leading industry standard that is recognized by the Canadian securities regulators. It ensures that those who earn it have the knowledge, skills and tools necessary to evaluate and manage the most complex aspects of your investment portfolio.

An important aspect when shopping around for a suitable advisor is to find an expert who is not only capable of providing you with advanced service and advice but is also held to a high professional standard that encompasses both best practices and ongoing continued education. All CIM® professionals are required to abide by a Code of Ethics and must fulfill work experience and ongoing educational requirements.

Registered Retirement Consultant™ (RRC)

Governing Body – Canadian Institute of Financial Planning (CIFP)

This course provides a detailed look at how clients plan for retirement, how they use their financial assets during retirement and how they make financial decisions related to retirement. Course participants also take a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.

Financial Management Advisor (FMA)

Governing Body – Canadian Securities Institute (CSI)

The CSI’s predecessor to their current Chartered Strategic Wealth Professional program.

Certified Hedge Fund Specialist (CHFS)

Offered by The Strategy Institute & International Hedge Fund Association

Fellow of the Canadian Securities Institute (FCSI)

Governing Body – Canadian Securities Institute (CSI)

Representing unrivalled professionalism and excellence, the Fellow of CSI (FCSI) is the pinnacle credential and highest honour in the financial services industry. It is reserved for an elite group of financial services professionals who have met the highest standards for industry experience, advanced education, ethics and solid endorsement from their peers and superiors.

The Fellow is awarded to distinguished leaders who set and exceed the standards for professional integrity and excellence. Its stringent requirements make it a challenging credential to obtain and maintain, and so FCSIs are some of the most dedicated professionals in financial services.

Over the past 35 years, more than 3,500 FCSIs have been charged with leading the financial services industry. Their commitment to their profession and to the industry as a whole makes them the most sought-after individuals in financial services.

Associate of the Society of Trust & Estate Practitioners (STEP)

Governing Body – Canadian Institute of Financial Planning (CIFP)

The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals. Jamie is an Associate Member currently studying to earn the Trust & Estate Practitioner (TEP) Designation.

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