Your money is in safe hands

All West End Wealth Planning clients have their assets held at National Bank Independent Network (NBIN), one of the 6 largest banks in Canada.

Online money deposits are sent directly to NBIN and not West End Wealth Planning.

West End Wealth Planning and IPC Securities Corporation are registered and regulated by the Canadian Investment Regulatory Organization (CIRO).

In addition, Paul & William are both Certified Financial Planners.

CERTIFIED FINANCIAL PLANNER certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the standard for the financial planning profession.

CFP® professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™. CFP professionals must hold themselves accountable to FP Canada for their professional conduct.

What it takes to earn CFP certification:

  • Complete FP Canada-approved Core Curriculum and Advanced Curriculum programs.
  • Pass the FP Canada Institute Introduction to Professional Ethics course and CFP Professional Education Program.
  • Achieve a passing grade on the CFP examination.
  • Complete 3 years of qualifying work experience.
  • Commit to abide by a code of ethics, practice standards and the rules and regulations of FP Canada.

CFP Professionals are required to meet annual re-certification requirements, including 25 hours of continuing education.