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.
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 |
Chartered Life Underwriter (CLU®) | CLU | Advocis, The Financial Advisors Association of Canada |

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.