The Value Behind Our Credentials
At Cornerstone Capital Financial Group, every client relationship is strengthened by the collective knowledge of a team that brings a wide range of professional designations and financial expertise to the table.
Our advisors hold certifications that reflect not only advanced education but a deep commitment to ethical standards and industry excellence. From retirement planning and investment strategies to tax planning and estate solutions, these credentials allow us to provide well-rounded, forward-thinking advice that’s tailored to your life and goals.
Together, our diverse qualifications help us educate you on your options, empower you to make confident decisions and enrich every stage of your financial journey.
CFP® – Certified Financial Planner
This designation is considered the gold standard in financial planning. CFP® professionals are trained in comprehensive planning, including investments, insurance, tax, retirement, and estate strategies, with an obligation to act in the best interest of their clients.
RRC® – Registered Retirement Consultant
Holders of this designation specialize in retirement income planning, government benefits, pension strategies, and wealth decumulation—essential for guiding clients through the retirement transition.
RIS – Responsible Investment Specialist
Focused on environmental, social, and governance (ESG) considerations, the RIS credential supports informed discussions about sustainable and socially conscious investment options.
CPCA – Certified Professional Consultant on Aging
This certification equips professionals to better understand the physical, emotional, and financial needs of aging Canadians, with an emphasis on long-term care, housing, and elder advocacy.
EPC – Elder Planning Counselor
Similar to the CPCA, the EPC designation highlights education in aging-related financial and lifestyle planning, addressing concerns such as income longevity and preserving dignity later in life.
CFDS – Chartered Financial Divorce Specialist
Professionals with the CFDS designation are trained to help clients navigate the financial complexities of separation and divorce with clarity and impartiality.
HBA – Honours Business Administration
This academic designation reflects a comprehensive education in finance, economics, and business operations, supporting strong analytical thinking and strategic decision-making.
BEd – Bachelor of Education
An educational background can enhance communication, teaching, and client engagement, helping to make complex financial topics more understandable and empowering clients through learning.
RPA – Retirement Plans Associate
The RPA designation is awarded through the International Foundation of Employee Benefit Plans (IFEBP) and reflects in-depth knowledge of retirement plan design, funding, governance, and administration in the Canadian context. This designation equips professionals with specialized insight into registered pension plans, group retirement programs, and regulatory frameworks—helping them provide informed guidance on workplace retirement solutions and long-term financial security strategies.
Ongoing Professional Development
All members of Cornerstone Capital Financial Group exceed the minimum Continuing Education (CE) requirements set by the Canadian Investment Regulatory Organization (CIRO). These CE credits ensure that licensed professionals maintain current knowledge in ethics, compliance, product knowledge, and financial planning best practices.
By consistently exceeding these standards, the team remains well-informed and equipped to guide clients through an ever-changing financial landscape.
