Credentials

Having advisors who are well-qualified members of professional organizations gives you peace of mind about those with whom you are consulting about the success of your family’s wealth portfolio, business enterprise, and professional practice. With experience comes wisdom; with study comes a wider awareness of additional strategies and pathways to success!

By staying connected to professional associations and always furthering our educational goals, our advisors are keeping up to date in the industry’s latest best practices, and the ever-expanding range of topics that will directly affect your wealth, your enterprise, and your legacy. We read trade journals, attend conferences, present workshops, take courses, and confer with respected peers on an ongoing basis.

In case you’re interested, we’ve prepared for you links to a number of the institutions and associations that have provided our team with professional qualifications, which you can see here. We are always working to upgrade and expand our knowledge base, and this list might seem a little dry, but the main idea is this: we work hard to stay at the forefront of our profession.

If you have any more questions about our qualifications, please ask.

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Credential	Abbreviation	Accrediting or Designating Body
Family Enterprise Advisor	FEA	Institute of Family Enterprise Advisors
Advanced Certificate in Family Wealth Advising	ACFWA	Family Firm Institute
Advanced Certificate in Family Business Advising	ACFBA	Family Firm Institute
Fellow, Family Firm		Institute Family Firm Institute
Certified Financial Planner	CFP	Financial Planning Standards Council
Chartered Professional Accountant	CPA, CP	Chartered Professional Accountants Canada
Chartered Investment Manager	CIM	Canadian Securities Institute
Certified Executor Advisor	CEA	Canadian Institute of Certified Executor Advisors
Registered Financial Planner	RFP	Insitute of Advanced Financial Planners
Chairman's Council Elite (2019)		Assante Wealth Management
Bachelor of Arts, Business & Aviation	BA	Trinity Western University School of Business and Aviation Studies
Bachelor of Commerce	Bcomm	Athabasca University
Bachelor of Math, Mathematics, & Computer Science	BMath	University of Waterloo Bachelor of Math (Co-op)
Bachelor of Business Administration, Management & Finance	BBA	Vancouver Island University
Bachelor of Arts, English Literature & Economics	BA	University of British Columbia
Canadian Investment Funds Course	CIFC	Investment Funds Institute of Canada
Canadian Securities Course	CSC	Canadian Securities Institute
Certificate, Family Enterprise Advisor		University of British Columbia, Sauder School of Business, Family Enterprise Advisor Program
Conduct & Practices Handbook Course		Canadian Securities Institute
Financial Management Diploma	Fin.Dip.	BC Institute of Technology, School of Business, Financial Planning Option
Life Licence Qualification Program	LLQP	Insurance Council of British Columbia
Investment Management Techniques	IMT	Canadian Securities Institute
Portfolio Management Techniques	PMT	Canadian Securities Institute

Family Office

We help Families in Business navigate the complexities of multi-generational financial affairs.

Enterprise Oversight

We facilitate dialogue/conversations around topics such as leadership development and shifting roles in changing family structures.

Wealth Management

Our team specializes in overseeing your wealth in a tax-efficient manner, with an eye on risk management.

Wealth Transfer

We help our clients explore tax-efficient strategies to transition their wealth and legacy to the next generation as well as charitable giving.

Legacy has assisted yet another generation of our family by providing investment, inheritance and property planning for our mother at a time when she was very much in need of help.

Colin and Catherine
[They are] never high-pressure salespeople, but look at our individual needs. I like having planners who know us and know our situation.

Jim and Phyllis
We have found one of the best reasons to have a financial planner is to be able to get a sober third party opinion about major decisions, and the associated expert input on financial ones!

Jim and Darlene
Legacy’s main role has been as a mediator between the four partners of the company. The dynamics within the family-owned business differ greatly from most other companies, and Legacy advisors understand that.

Leo, Frank, Carl, and Conny
Legacy has given us advice in a sincere, honest and ethical way, which has been important to us…

Margaret and Alan
I can live my retirement relaxing in the knowledge that I am in really good hands.

Muriel
There has been a lot of education for us along the way. We have benefited from this learning, have more intelligence, and still find the process very interesting and valuable.

Margaret and Allan
With the solid plan Legacy engineered for us, we were able to accomplish many significant gains, and ensured our family’s wealth was in our hands…

Jim and Darlene