Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

Find a CSWP

Chartered Strategic Wealth Professional Directory

You are invited to use this Directory to locate a CSWP Designation holder in your city. You can rest assured that CSWPs have been thoroughly trained in a broad array of disciplines including investment management, financial planning, portfolio management and other specialized financial areas of expertise. Above all, however, CSWPs are dedicated to their clients' specific needs. They take the time to understand your objectives and provide you with sound practical guidance and advice in order to serve your best interests.

Please select the search option:

By area
     Simply choose a country, province and city from the following lists and click on Go.

By Last name, First name
       First Name
Last Name

The CSWP designation is awarded to industry professionals whose superior training and experience exemplify excellence.

Visit the CSWP web site.