Join us in honouring the achievements of the 2023-2024 graduates who have successfully earned the Personal Financial Planner (PFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), MTI® Estate & Trust Professional (MTI®), and Fellow of CSI (FCSI®) credentials.
Attendees will also gain valuable insights as our guest speakers address the evolving financial services landscape and the role of professional credentials in enhancing advisory expertise, advancing careers, and, most importantly, building lasting client trust in a dynamic and diverse market.
Join us to celebrate and learn how your credentials open doors to growth, trust, and success.
Andrew Stewart, CPA, CD
Managing Director, CSI/Moody's Analytics Learning Solutions
Kevin Prins, MBA, CFP®, CIM®, FCSI®
Managing Director, Head of ETF & Managed Accounts Distribution, BMO Global Asset Management
Kavaughn Boismier, CFP®, PFP®, RIS, FCSI®
Senior Director, Financial Planning & Advice, CIBC
Stuart Gray, MBA, CFP®, CIWM, FCSI®
Director, Financial Planning Centre of Expertise, RBC
