Certified Cash Flow Specialists™ help you find more life from the money you already have, by using technology to maximize your income and make financial management stress-free.
A 15-minute conversation with a CCS™ could change your life today.
A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
My name is Scott Campbell and I specialize in helping young professionals and small business owners harness their cash flow, allowing them to live their life by design, rather than by default.
It all starts with making smart financial decisions now while avoiding big mistakes along the way. It starts by building a genuine relationship with an objective, third-party expert on your side. An advisor that not only provides you with advice and education but also the trusted guidance and accountability that keeps you on track to achieving financial freedom.
As the principal advisor in Exceedia’s Private Wealth division, Jesse’s practice focuses primarily on helping families and business owners build financial road maps that address not only their financial wants and desires, but also identify critical financial events that can occur along the way.
What makes Jesse’s approach unique is her integrated process that incorporates one’s personal strategies with assets and income from their operating/holding company. While many business owners recognize the importance of planning, they are often too busy growing their business. As a result, miss potential planning opportunities.
Hi. I’m Lisa! Financial coach and author of STRUT: How to Kick Financial ASSets in Sexy Shoes (AVAILABLE ON AMAZON!) – a fabulous financial book for women of all ages!
My job is to make money and financial education fun and easily accessible! I’m also a huge advocate of Canadians creating long-term relationships with their financial advisors to help their bottom line. I champion the independent financial brokerages and independent financial advisors who can truly find the right fit investments, products and strategies for their clients.
As a Chartered Professional Accountant (CPA), I love having a consistent fundamental tool to start the planning process. Because clients come in at different stages of life and finances, I always felt like I had to recreate my process with everyone– or worse, was just filling a problem with a product. Cash flow planning helps me start in the same place with everyone and provide true financial planning. While the process is consistent, and the plans are unique.
I entered the financial services industry in 2005 immediately my graduation from the University of British Columbia. I hold the Certified Financial Planner (CFP) designation and the Certified Cash Flow Specialist (CCS) certification. Among my peers, friends and family, I am best known for my commitment to professional excellence, leadership in the community, and my passion for helping others.
I am an active member of her industry professional association, Advocis– The Financial Advisors Association of Canada, and I’m a qualifier for the Million Dollar Round Table – The Premier Association of Financial Professionals. I’ve been a longstanding Kiwanis Club of Vancouver member who has carved my niche in the organization by working extensively in the area of youth initiatives. I am also fully conversant in Cantonese.
Stephen Devlin is a value-based Licensed Life Insurance Broker and Wealth Architect, passionate about self-empowering his clients to achieve financial control for life by educating and coaching them on key financial principles and cash flow optimization strategies. He is regarded as Canada’s leading expert in implementing the Bank On Yourself® and Infinite Banking® concepts and engineering multi-figure strategic wealth plans. Stephen has been honoured with a privilege only a handful of advisors have as a member of the international organization the Million Dollar Round Table, the prestigious status of Court of the Table.
Cash Flow Planning is something that is missing for most everyone. We tend to figure out our finances ourselves, listen to the media, our parents and friends. There often is not a professional who will help us, only those who offer various products. Although we need those products we don’t necessarily understand why. As a CCS™ I am able to provide something that has been missing for people; debt and cash flow management.
As a Certified Cash Flow Specialist with a life insurance license and a sound understanding of bookkeeping, Ibiyemi Umuago provides a holistic approach to helping clients navigate and achieve financial health and independence. She believes that wealth management is not just about numbers on a spreadsheet, but understanding the psychology behind those numbers. She applies Behavioural Cash Flow Management to understand each client's unique spending habits, financial goals, and psychological triggers to create a personalized cash flow strategy.
Maura Shaftoe is a Qualified Associate Financial Planner (QAFP), Associate Insurance Advisor, and Certified Cash Flow Specialist (CCS) with over 10 years of experience in the financial services industry. She offers personalized financial planning and coaching services, helping clients navigate major financial decisions and protect against the unexpected.
In my financial planning practice, I focus on working with adventurous families who prioritize living life to the fullest, both now and in the future. I believe that we should die with zero, meaning that we should be spending our money and living life in alignment with our values all the way through, not just at retirement. I guide and support these families through an ongoing and comprehensive financial planning process to help them manage their money effectively, plan for their next adventure, and navigate life's unexpected financial challenges.
Angie has been spreading her expertise passionately as a financial educator for the past 18 years. The addition of a CCS designation has allowed her to help clients achieve their financial dreams without painful “budgeting”.
"With Cash Flow Planning I found the way! Cash Flow Planning brings harmony, clarity, focus, and control, to my clients. Some people say that food, clothing, and shelter are the three basic needs of life—but without cash flow, none of those happen, and neither does the fun stuff!"
Cash Flow Planning is not stressful because the process shows you how much money you CAN spend each month — on whatever it is that truly matters to you! There is no shame or guilt about the money you have to spend. We ensure that you have a system to follow, rather than a guessing game.
Find a Financial Professional who deeply cares about you, your dreams, and the things limiting you from getting there. We're here to help you get ahead in life.