Veaceslav (Victor) Turcan, MBA, CIM, CFP®, PFP, FMA

Investment Advisor & Financial Planner

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289-380-7478 | LinkedIn

Maryanne Coates

Administrative Assistant

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Victor's Designations...
        And Why They Matter
 

Certified Financial Planner (CFP)

The CFP designation is awarded to a group of highly skilled professionals who are trained to handle the integrated holistic financial planning needs. Victor is acutely trained to see the big picture, to see his clients' needs in an integrated fashion, and to understand the interdependencies and implications that a financial decision will have on his clients' entire financial health. Victor not only meets internationally recognized standards of knowledge, skills and abilities, he also follows the Standards of Professional Responsibility for CFP Professionals that assures his clients that they are working with a professional who is committed to ethically, competently and diligently helping them to achieve their life goals. Learn more about why life is better with a CFP professional...

Chartered Investment Manager (CIM)

The CIM designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and sefeguards that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio. CIM holders offer advanced skills in money management strategies that best serve affluent and institutional clients. Skilled to tailor both traditional and/or sophisticated investment strategies to the unique needs of each client. Learn more about the CIM® designation...

Personal Financial Planner (PFP)

The PFP designation is a leading credential for comprehensive financial planning in Canada, recognized and adopted by Canada's largest financial institutions - and held to the highest standards through its ISO 17024 accreditation. This accreditation confirms PFP designation holders meet rigorous requirements for competency and professionalism. It ensures that financial professionals have the knowledge and skills to address all aspects of a client's financial situation. Learn more about the PFP designation...

Financial Management Advisor (FMA)

The FMA is a prestigious professional designation awarded by the Canadian Securities Institute (CSI). FMA holders distinguish themselves from the crowd as they hold a deeper understanding of relevant wealth management topics serving sophisticated, higher-net-worth clients. These include estate planning, tax planning, and insurance and investment management. FMA holders are the professionals who can provide the most advance service and advice to meet any client’s needs. Victor was awarded the FMA designation in 2006 after demonstrating his academic knowledge through successful completion of several investment-related courses with the CSI.