The Institute Public Registry

Search CLU, CHS, and/or PFA designees with The Institute.
 

Why is this information accessible to the public?

The CLU, CHS, and/or PFA designations must be maintained on an annual basis with The Institute. Annual maintenance requirements for the CLU, CHS, and/or PFA designations include an annual continuing education (CE) requirement, adherence to The Institute’s Code of Professional Conduct (CPC), and payment of an annual designation licensing fee. Individuals who fail to maintain their designation(s) with The Institute are no longer Institute designation holders. Continued use of the CLU, CHS, and/or PFA designation marks by individuals who are no longer authorized by The Institute to use the said designation(s) constitutes trademark infraction and could be subject to have legal ramifications. 

Note: A current listing of all designees who are not in good standing with the Institute can be viewed by clicking the “Not in good standing” checkbox.

 

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3206 Members

Christine Abarquez
CFP,CLU, CHS
Thornhill, ON
In Good Standing
Rhett Abarquez
CLU
Thornhill, ON
In Good Standing
Gregory Abbott
CFP,CLU,CH.F.C.
Victoria, BC
In Good Standing
Jason Abbott
CFP, CLU
Toronto, ON
In Good Standing
Roderick Abbott
CFP,CLU,CH.F.C.
Victoria, BC
In Good Standing
Paul Abdel-Hay
CLU
,
Not in Good Standing
Trevor Abel
PFA
Enderby, BC
In Good Standing
Gale Abello
CFP, CLU
,
Not in Good Standing
Michel Abou-Mechrek
CFP, CLU
Regina, SK
Not in Good Standing
Leslie Abrams
CFP,CLU,CH.F.C.
Orono, ON
In Good Standing