Ed Bootle CD, FMA, CFP®, FCSI

Principal

Ed is a CERTIFIED FINANCIAL PLANNER® professional that began his career in the financial services industry in 1997. Ed has also obtained his Fellow of CSI (FCSI®) designation. The FCSI® is the highest honour and most senior credential in Canadian financial services.

His career experience includes the roles of District Vice-President of Sales for Fidelity Investments, a practicing stockbroker for a bank-owned firm, as well as a Securities Planning Specialist with Investors Group Securities Inc. He has instructed for the Canadian Securities Institute and has taught numerous business courses for the Shaw School of Business at the Northern Alberta Institute of Technology. Ed has proudly served as a member of the Canadian Armed Forces, where he obtained his Bachelors Degree in Business Administration. Ed is a founding board member of Valour Place, a charity to support veterans, wounded soldiers and RCMP members.