Founder/CEO, Wealth Advisor, Certified Financial Planner®

HARVEY AGUSTIN, RRC®CFP®CLU®CHS™CEA®MFA-P™RWM™TEP®

RRC® (Registered Retirement Consultant): Acquired in 2015 and Diploma in Financial Planning (CIFP: Canadian Institute of Financial Planning)

CFP® (Certified Financial Planner): Acquired in 2016 (FP Canada)

CEA® (Certified Executor Advisor): Acquired in 2017 (CICEA: Canadian Institute of Certified Executor Advisors)

CHS™ (Certified Health Insurance Specialist): Acquired in 2021 (ADVOCIS)

CLU® (Chartered Life Underwriter): Acquired in 2021 (ADVOCIS)

MFA-P™ (Master Financial Advisor in Philanthropy): Acquired in 2022 (Knowledge Bureau)

RWM™ (Real Wealth Manager): Acquired in 2022 (Knowledge Bureau)

TEP® (Trust and Estate Practitioner): Acquired in 2023 (STEP Canada: Society of Trust and Estate Practitioners)