Client Centered Advisors is focused on working only with Financial Advisors who are dedicated to excellence in the delivery of advice, products and services that are in the client’s best interests.

Our Member Advisors may be registered with an IIROC or MFDA dealer, an Insurance MGA, or operate unlicensed and refer investment clients to Investment Counsel Portfolio Managers through a Referral Agreement. We will work with a maximum of 250 Advisory Practices in the four Western Provinces and the Territories.

Our Member Advisors have the following characteristics:

1. • Minimum five years industry experience
   

2. • Maintain at least one financial services Professional Designation
   

3. • Provide clients with holistic financial advice
   

4. • Collaborate with other industry specialists and professionals to address major financial issues for their clients
   

5. • They follow the Six Step Financial Planning Process for all their clients
   

6. • They use a Letter of Engagement for clients with whom they have an ongoing relationship
   

7. • They provide ongoing periodic update meetings with clients
   

Click here, to learn more about becoming a Member of the Client Centered Advisor network.