Qualifications:Our financial planners and support staff have the qualifications and professional designations necessary to understand our clients’ needs, wishes and feelings about sensitive financial matters. All of our planners have attained one or more of the following designations:
- Certified Financial Planner (CFP)
- Registered Financial Planner (R.F.P.)
- Chartered Financial Analyst (CFA)
- Certified Management Accountant (CMA)
Experience:Vancouver Financial Planning Consultants Inc. has been in operation since 1985 and several of our senior planners have over twenty years of experience. In addition to our own expertise, we also access specialists or support service providers whenever necessary to facilitate appropriate referrals to other professionals that meet our own standards.