Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
$500,000+
$500,000+
Individual
Individual
MFDA
Autorité des marchés financiers
Chambre de la sécurité financière
MFDA
Autorité des marchés financiers
Chambre de la sécurité financière
- Alberta
- British Columbia
- New Brunswick
- Nova Scotia
- Ontario
- Quebec
- Alberta
- British Columbia
- New Brunswick
- Nova Scotia
- Ontario
- Quebec
RIA: Certified