The Greenwood Centre
3200 Deziel Dr. Suite 210
Windsor, ON, N8W 5K8
Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192
Granted by the Financial Planners Standards Council, the CFP designation is an internationally recognized standard for financial planning. CFP's are trained to offer personal financial planning and advise on products and strategies. CFPs must complete 30 hours of continuing education each year and abide by the CFP code of ethics.
A planner holding the CLU designated has been trained in life insurance and estate planning . The CLU designation is offered through the CLU institute.
A planner holding a C.H.F.C. has passed advanced courses in wealth accumulation and retirement planning. The C.H.F.C. is earned through the Financial Advisors Association of Canada (known as Advocis).
Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.