Devan and Trevor formed a partnership because they wanted to work with another individual that complemented experience and skills they had developed over many years. We think that you should seek the same in your investment advisor partnership.
You need to feel comfortable that the advisor you are working with has the training, knowledge and expertise to manage your finances and educate you on the best course of action for your individual situation. We firmly believe we possess the designations and education necessary to advise our clients and believe prospective clients should know more about what this expertise means.
Trevor Polay, CIM, PFP, FCSI
Trevor has had many of these designations you can see above for many years. Each year there is a requirement to "refresh" your knowledge on topics pertaining to designations, not to mention the continuing education required to keep our insurance and investment licenses. There also is a requirement for some post-secondary schooling prior to beginning down the path of achieving some of these designations.
Chartered Investment Manager (CIM®), Formerly Canadian Investment Manager
For a bit more information on this desgination please visit this site. The CIM designation is one of the most respected investment-focused desginations available today. It demonstrates that an advisor can develop appropriate investment policies and strategies, taking into consideration market and economic conditions. This training also allows Trevor to evaluate investment products that represent both traditional and alternative asset classes. Think of this desgination as a higher level of expertise when it comes to making good choices for your investments.
Personal Financial Planner (PFP®)
For more information on this designation, have a look at this site. The Personal Financial Planning designation demonstrates an advisors ability to prepare financial plans and offers them tools and skills to help individuals prepare for their retirement. While this designation takes less time to achieve than the Certified Financial Planner desgination, it demonstrates Trevor's ability to discuss planning with our clients.
Fellow of the Canadian Securities Institute (FCSI®)
The Fellow of the Canadian Securities Institute demonstrates an advisors continuing commitment to ethics and dedication to serving investors. In order to receive this designation, an advisor needs to be in the industry for a minimum of 5 years and have no blemishes on their advisor report. Trevor has maintained this desgination since 1997. For more information on this desgination, please visit this site.
Devan Legare, CFP, CPA, CMA
Devan has earned these desginations over the years in an effort to ensure that his knowledge of financial planning, tax and corporate holdings is at the highest level. Throughout the years, the desginations listed have become more and more difficult to achieve, taking more time in order to earn. Each of his desginations requires many hours of continuing education each year. Devan's combination of desgination is rare in the financial services industry. Look for yourself to see those who possess both an accounting desgination and CFP in the financial services industry.
Certified Financial Planner (CFP®)
One of the premier financial planning designations available in Canada, the Certified Financial Planner desgination demonstrates knowledge of many facets of financial planning. For more information on this designation, please visit this site. 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. - See more at: http://www.financialplanningforcanadians.ca/financial-planning/about-cfp-designation#sthash.P20pzqzI.dpuf. This desgination speaks to Devan's commitment to ensuring that his clients receive the best financial planning advice that they can, our Quality Financial Plan.
Chartered Professional Accountant (CPA) and the Certified Management Accountant (CMA)
For more information on the designations please see the following website. The accounting profession has undergone major changes in the last 2 years. In an effort to simplify the public's understanding of accounting desginations, the three major designations Chartered Accountant (CA), the Certified Management Accountant (CMA) and Certified General Accountant (CGA) merged to the new desgination Chartered Professional Accountant (CPA). Devan was granted both CPA and CMA for his completion of the CMA desgination. The CPA/CMA signifies that Devan has the experience, training and knowledge to be held to the highest standard of accountants. What this means for our corporate and individual clients is that Devan has the credentials to help navigate some of the tax and planning issues that other advisors who lack this accounting background may not be able to deal with.
Dig a bit deeper into your advisor and the designations that appear behind their name. Each of them mean something and typically require hours of continuing education in order to maintain.
If you see a designation that you don't understand or feel like your financial needs could be met with our expertise, please give us a call to schedule a meeting at (403) 220-9808 or send us an email.