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Financial Planning

Tel. 780-429-6775
Fax. 780-424-0004
100, 10585 - 111 Street
Edmonton, Alberta  T5H 3E8

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The Registered Financial Planner (RFP) designation is awarded to members of the IAFP who have been engaged in the practice of financial planning for a minimum of five years and who have fulfilled satisfactory education requirements. All IAFP members are bound by the Code of Professional Ethics of the Institute of Advanced Financial Planners.

The CFP(tm) (Certified Financial Planner(tm)) registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC).

Advocis is the brand name of The Financial Advisors Association of Canada. Advocis was formed by the merger of the Canadian Association of Financial Planners (CAFP) and the Canadian Association of Insurance and Financial Advisors (CAIFA). Advocis is Canada's largest association of professional financial advisors. As a condition of membership in Advocis, all members agree to abide by the Advocis Code of Professional Conduct.