The Chartered Professional (Ch.P.) Strategic Wealth

A New Era of Wealth Expertise A Ch.P. Strategic Wealth is more than a financial services professional: Expert in lifecycle advising Someone who understands the importance of making the right choices, at the right times as you move through life’s different stages

Choose a Ch.P. Strategic Wealth A Ch.P. Strategic Wealth helps you to: Simplify investment goals by integrating every aspect of your financial life Build a lasting relationship – every Ch.P. Strategic Wealth is trained to offer life-long advice and service Work with one expert, yet access a network of professional specialists Be confident knowing your advisor has completed one of the most rigorous education paths in Canadian wealth management

Building Trust Through Wisdom, Integrity and Ethics A Ch.P. Strategic Wealth has met rigorous education and experience requirements Hold at least one other financial designation Minimum of three years experience meeting client needs Proven knowledge of the four stages of lifecycle management Meet demanding continuous education requirements Adhere to the Ch.P. Strategic Wealth Code of Ethics

CSI-Where Leaders Learn Financial Services A Ch.P. Strategic Wealth is backed by an Industry Leader Established in 1970, CSI has educated more than 500,000 financial professionals and investors CSI is endorsed by the Investment Dealers Association of Canada, Canada’s stock exchanges and securities regulatory commissions. For more information visit

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