Don Maycock’ Credentials / Designations / Licensing
In the financial planning profession, I believe education on core competencies is crucial. Below is a list of my credentials, designations and licensing.
Certified Financial Planner, CFP
CFP, certified financial planning licensee by the Financial Planning Standards Council (since 2003).
Certified Executor Advisor, CEA
Certified through the Canadian Institute of Certified Executor Advisors (2017)
Life Licensed for Life Insurance
(Including Accident and Sickness) Ontario (since 2000)
Canadian Investment Manager, CIM
Completed CSC, Canadian Securities Course (2006).
Completed IMT, Investment Management Techniques (2007).
Completed PMT, Portfolio Management Techniques (2008).
Professional Engineer, P. Eng
Professional Engineers Ontario (1988).
Bachelor of Engineering (B. Eng)
Graduate mechanical engineer (1985)
If you have further questions, please click below to setup a short 15-minute no-obligation meeting to clarify any questions you might have.
Please also check out the testimonials page! Don specializes in written financial plans specializing in Retirement Income Planning.
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