Our Credentials

At Craig & Taylor Associates our team of financial planning experts, technical specialists and support staff are continually participating in seminars and courses and pursuing additional industry certifications. Our professional development through education exemplifies our dedication to our clients, to ensure the team, all working together for you, directs you to financial independence and lifestyle goals.

All of our financial planners are members of Advocis® – The Financial Advisors Association of Canada. (www.advocis.ca)

The list of industry specific professional designations our team members hold is extensive and ultimately underlines our commitment to be knowledgeable, ethical and professional in every way. To find our more about these designations, visit the FPSC and CPCA web sites):

  • CPCA® –  Certified Professional Consultant on Aging®

You can be assured that our team shares a code of values and ethical practices that guarantees your financial situation is strictly confidential and your best interests are paramount.

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