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Colin J. Posch

Investment Associate, CIM, CFP, PFP

Colin joined Brett and Jeff to form the Creed Capital Management Group in 2010, bringing his experience in the financial industry holding multiple rolls at another financial institution starting in 2007.

 

After, obtaining a diploma in Financial Management from the British Columbia Institute of Technology (BCIT), majoring in Financial Planning. He has gone on to earn his options and derivatives license, LLQP (insurance license, Personal Financial Planner (PFP), Chartered Investment Manager (CIM) and is a Certified Financial Planner (CFP).

 

Colin’s main objective on the team is to provide financial literacy to our next generation clients while assisting with the construction and implementation of our model investment portfolios. He works with our clients and partners to find the most effective alternative financial solutions that may fall outside traditional wealth management offerings.

 

He resides in Vancouver and outside of work is passionate about travelling the globe. He is active in the industry, regularly invited to help develop Canadian Securities Institute examinations and competency committees.

What is a Certified Financial Planner® professional?


A Certified Financial Planner® professional – recognizable by the CFP® marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.

The CFP designation is recognized internationally for excellence in financial planning. There are approximately 17,000 Certified Financial Planner professionals across Canada, part of an international network of more than 170,000 CFP professionals in 26 territories around the world.

Why is the designation of your financial planner so important?
In most Canadian provinces, there is no legislated standard in place for those who offer financial planning services. With the exception of Quebec, people who call themselves financial planners are not required to obtain any credentials whatsoever.

CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FPSC for a code of ethics, practice standards, and the rules and regulations of their professional body.

What is a Chartered Investment Manager® professional?

 The CIM® is the industry standard for discretionary investment and portfolio management services. It ensures that financial professionals have the knowledge and skills to evaluate and manage all aspects of a client's investment portfolio. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio. 

 

Achieving and maintaining the CIM® designation demonstrates the proficiency and adherence to professional standards that enables the professional to become registered with the applicable provincial securities commission as a Portfolio Manager, Advising Representative or an Associate Advising Representative or to be able to conduct discretionary portfolio management services for clients with an IIROC member firm.