Your coach’s credentials:
The Canadian Securities Institute
(1981-88) Fellowship Designation
FCSI #1314, 1988
Canadian Investment Finance
I & II (1987-88)
The Canadian Futures Examination
I & II, (1988)
Foreign Currencies Course Philadelphia (1984)
The Canadian Options Exam (1982)
The Registered Representative Manual (1981)
The Canadian Securities Course (1981)
The Montreal Stock Exchange 1980
Floor Trading Workshop Courses
Stocks & Options Courses
Introduction to Bond Futures Course
Other Investment Related Courses
and Workshops
Sentry Select Continued Education
Options Strategies and Asset Allocation (2002)
Mackenzie Financial Conference
San Antonio Continued Education Investment Management (1993)
Mackenzie University
Continued Education
Professional Development for Financial Advisors (1997)

What is FCSI®?
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
By earning this pinnacle credential, you have entered into an exclusive community of financial services professionals in Canada. The FCSI® not only places you among the industry’s finest – it makes you one of the most sought-after professionals by clients and employers alike.
When you earn the FCSI®, you become a member of an exclusive group of financial professionals recognized and respected by clients, employers, colleagues and the investing public. commitment to education and willingness to be a distinguished leader, industry ambassador and mentor is unprecedented.




