In December, Rossi completed her final examinations and has received her Chartered Life Underwriter designation.

The Chartered Life Underwriter (CLU) designation has been widely recognized for 90 years as a superior mark of excellence in the financial services industry. 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. CLU designation holders are regarded as elite professional financial advisors who raise the bar 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.

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

“The first step towards getting somewhere is to decide you’re not going to stay where you are.” — J.P. Morgan