Our Designations

The Value of Working with an AIF®

AIF® designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that individual’s knowledge of a Global Fiduciary standard of Excellence and their application of the global standard into their own practice. They have the training necessary to ensure that an investment process is managed to an appropriate fiduciary standard of care.

AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

AIF® Designees have successfully completed a specialized program on investment fiduciary standards of care offered by the Center for Fiduciary Studies. The Center, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business, was established in 1999 to provide the investment industry with the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management.

In addition to completing a rigorous training program, successfully passing an examination, and conforming to a Code of Ethics, designees must also adhere to continuing education requirements on a yearly basis. This will ensure that designees are familiar with the prudent process developed by the Center as well as keeping up to date with recent industry events affecting fiduciaries.

Barry and Paige are currently only a handful of advisors in Canada who hold the AIF® designation.

For more information on the AIF® designation, please visit Fiduciary360’s website at www.fi360.com.

The Value of Working with a CIMA® designee

The Certified Investment Analyst designation is offered by the Investment Management Consultants Association (IMCA). As the premier designation in the industry, the CIMA® program offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy, and performance measurement. The program begins with a self-study Level I program, followed by an online exam. The Level II material and exam can be completed at a one-week class held at The Wharton School, University of Pennsylvania or the Haas School of Business, University of California, Berkeley.

Certified Investment Management Analyst professionals provide objective investment advice and guidance to both individuals and institutions. The CIMA® professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment decisions.

Barry and Paige are currently two of approximately 175 individuals in Canada who hold the CIMA® designation.

For more information on the CIMA® designation, please visit IMCA’s website at www.imca.org. Nick takes the initiative to continuously research and stay current on legal, regulatory and operational issues for our endowments and foundations.

 
CIMA® (Certified Investment Management Analyst) is a trademark of the Investment Management Consultants Association.

AIF® and AIFA® is a tradmark of The Center for Fiduciary Studies and is awarded to individuals who successfully complete initial and ongoing accreditation requirements.