Shirley Watson EPC, FCSITop 3 Reasons to be Confident in Shirley Watson:
1. Experienced. With over twenty years of working within the investment and insurance industry, it has given me the opportunity to work with hundreds of clients, developing personalized solutions for their unique situation. 2. Qualified. My existing qualifications are: Certified Cash Flow Specialist 2015, Fellow of the Canadian Securities Institute (FCSI) 2007, Elder Planning Counselor (EPC) 2006, Financial Management Advisor (FMA) 2003, completed the Branch Manager Course 2004 and the Professional Financial Planning Course 2001. 3. Current. Staying current in increasingly complex financial environment is my passion. My website allows visitors to browse the robust collection of resources and information When not helping clients pursue their financial goals, I enjoy spending time with my children, grand children and family events, along with volunteering in the community and am an avid reader and walker. |
Fellow of Canadian Securities Industry (FCSI™) completed November 16, 2007
The is the highest and most coveted achievement in financial services. FCSIs represent an elite group of professionals who are charged with leading the industry. FCSIs are recognized as the finest and most dedicated in financial services because the Fellow is one of the most demanding credentials to obtain and maintain. FCSIs have years of experience and deep, broad industry knowledge. They are dedicated to the betterment of the industry and set the highest standards for ethics, leadership and trust. https://www.csi.ca/student/en_ca/designations/fcsi.xhtml
Elder Planning Counsellor (EPC™) completed March 23, 2006
The Canadian Initiative for Elder Planning Studies, believes that working with the maturing client involves a "total needs approach", and that these needs evolve from an individual's early wage-earning years and continue to change as the individual moves through the aging process. The Elder Planning Counselor curriculum is a comprehensive education program designed to recognize these needs and provide the essential knowledge and tools that are necessary to effectively develop proper rapport and practical solutions. https://www.cieps.com
The is the highest and most coveted achievement in financial services. FCSIs represent an elite group of professionals who are charged with leading the industry. FCSIs are recognized as the finest and most dedicated in financial services because the Fellow is one of the most demanding credentials to obtain and maintain. FCSIs have years of experience and deep, broad industry knowledge. They are dedicated to the betterment of the industry and set the highest standards for ethics, leadership and trust. https://www.csi.ca/student/en_ca/designations/fcsi.xhtml
Elder Planning Counsellor (EPC™) completed March 23, 2006
The Canadian Initiative for Elder Planning Studies, believes that working with the maturing client involves a "total needs approach", and that these needs evolve from an individual's early wage-earning years and continue to change as the individual moves through the aging process. The Elder Planning Counselor curriculum is a comprehensive education program designed to recognize these needs and provide the essential knowledge and tools that are necessary to effectively develop proper rapport and practical solutions. https://www.cieps.com