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Understanding Our Credentials

Credentials matter. That’s why successful investors recognize the importance of education and knowledge when it comes to managing financial assets. There are a number of reputable and helpful designations the team at PWM Private Wealth Counsel holds:

Chartered Professional Accountant (CPA)

A CPA is one of Canada’s premier business and financial designations. CPAs are recognized throughout the world for their high professional standards, competence, integrity and commitment to serving the public interest. Some people think Chartered Professional Accountants only do audits, accounting and taxes – they do
much more. They are integral in the management of small and large businesses, as well as personal financial issues. Areas of specialization are diverse – one of particular note is the In-Depth Tax Program offered through the Canadian Institute of Chartered Accountants.

Chartered Financial Analyst® (CFA®)

The backbone of the CFA Program is a three-level, three-year examination that measures not only a candidate’s understanding of a multi-disciplinary, globally relevant Body of KnowledgeTM, but also his or her ability to apply this knowledge to the investment decision-making process. A distinguishing characteristic of the program is its uncompromising emphasis on analysis and the application of financial knowledge across core areas of the investment process, particularly in securities valuation and portfolio management. A relevant and evolving curriculum, rigorous examinations, and a stringent Code of Ethics have been hallmarks of the CFA Program throughout its history.

Certified Financial Planner® (CFP®)

Financial planners deal with one of the most personal and sensitive aspects of people’s lives: their financial security. As a result, trust is at the heart of the relationship – trust in the planner’s competence, integrity and objectivity, and trust that the planner will act first and foremost in your best interests. The CFP® mark identifies individuals dedicated to a high level of professionalism in providing financial planning advice. In the absence of uniform government regulation of financial planners, the CFP® credential assures the public that those financial planners who are CFP® licensees have agreed to adhere to high standards of competence and ethical practice as set out by the Financial
Planning Standards Council (FPSC).

Chartered Investment Manager® (CIM®)

There is so much more to portfolio management than simply picking stocks. A CIM® designation recognizes advanced knowledge and skills to evaluate and manage all aspects of high-net-worth personal or institutional portfolios, as well as the ability to optimize each investor’s goals and objectives. When looking for a suitable advisor, it’s important not only to find an expert who provides superior service and advice but one who is held to a high professional standard. All CIM® professionals are required to abide by a code of ethics and must fulfill work experience and ongoing educational requirements.