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Celebrating Achievement

We are excited to announce industry significant achievements by two of our team members.


Chris MacPherson

CHS, QAFP™

FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED
LIFE INSURANCE ADVISOR, GALLERY WEALTH MANAGEMENT



Chris has successfully acquired his QAFP designation.  

According to FP Canada, the Qualified Associate Financial Planner (QAFP™) designation demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for average Canadians with typical financial planning needs. QAFP professionals play an important role in helping their clients begin the journey to living life with confidence.  FP Canada introduced this new standalone certification program as part of its broader efforts to champion better financial wellness for all Canadians.  To obtain the QAFP designation, candidates must complete a series of educational requirements, pass a national exam and earn one year of qualifying work experience. QAFP professionals are also required to meet the same professional standards as CFP® professionals.

Congratulations Chris!



Reg Braun 

CLU, CFP®

FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED
PRESIDENT & LIFE INSURANCE ADVISOR, GALLERY WEALTH MANAGEMENT


                                     

Reg has recently acquired the prestigous CLU Designation.

According to the Institute for Advanced Financial Education, The Chartered Life Underwriter (CLU®) designation is Canada's premier wealth transfer and estate planning designation. The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program, with a focus on estate planning and wealth transfer.

It sets financial advisors apart by successfully meeting established standards for presenting a greater level of knowledge and specialized skill in complex wealth and estate-transfer planning. CLU designation-holders are in the unique position of helping Canadians build and preserve wealth.

The CLU is widely recognized in the financial services industry and respected by clients and their financial institutions.

CLU designation holders are regarded as elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

Congratulations Reg!


All of us on the team are committed to ongoing education that benefits our clients and our firm.  Setting ourselves Apart...And Ahead...In The Marketplace.

As always, we are eager to hear from you to learn what you find most valuable about working with us?  Your feedback is the most important tool we have to make sure that we are doing all we can to be the very best we can be.  If you're not already working with us, call us today at 204 822 6887 to arrange for your complimentary meeting to find out what our process looks like. 

Thank you!

Call (204) 822-6887