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MEET THE TEAM

We excel because we're committed to excellence.  Putting our experience to work for you!

Business Owner Specialist

BA Econ, CFP ®, CSWP, FMA, EPC, FEA, CIM

C2inc.  Michael
Michael - Close Up - Smile - Use_edited.

Certified Financial Planner

BComm Fin, CFP ®, CEBS, GBA, RPA, RIS, CSC

C2inc.  Peter Andreana
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c2inc - Anita Andreana
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Specialist, Financial Planning

BAA, RWM, LLQP

C2inc - Kirsty Woodhead
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Executive Assistant

ICPP, IFLP

TEAM ACCREDITATIONS

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WORLDWIDE

CFP

CERTIFIED FINANCIAL PLANNER

WE DELIVER

Adhere to internationally recognized professional standards of competence and ethical practice as set in Canada by the Financial Planners Standards Council.

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PETER
MICHAEL

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WORLDWIDE

CIM

CHARTERED INVESTMENT MANAGER

WE DELIVER

It's the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures those who earn it are qualified to evaluate and manage all aspects of an investment portfolio for sophisticated clients.

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PETER
MICHAEL
 
(In Progress)

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WORLDWIDE

FEA

FAMILY ENTERPRISE ADVISOR

WE DELIVER

 The global benchmark in family business providing professional advisory based on significant technical knowledge.

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PETER
MICHAEL
(In Progress)

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WORLDWIDE

C. (DIR)

CHARTERED DIRECTOR PROGRAM

WE DELIVER

A globally recognized, university accredited designation that prepares directors with the skills and knowledge to have a positive impact on boards

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PETER
(In Progress)

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CSC

CANADIAN SECURITIES COURSE

WE DELIVER

Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.

Peter - Coffee Bar - Smile.jpg
PETER
MICHAEL

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