Background - CIFPs · Conduct & Practices Handbook Course (2005), CSI; 1991-1996 St. Petersburg...

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Transcript of Background - CIFPs · Conduct & Practices Handbook Course (2005), CSI; 1991-1996 St. Petersburg...

Tatiana Terekhova CFP, CDFA, RRC, FDS

President & Founder of FAIRSPLIT INC.

Toll Free: 1-844-878-7770 Email: info@fairsplit.ca

2005-2014 Financial Advisor, CIBC Imperial Service;

While working in Toronto, Mississauga and Oakville, serviced

affluent clients throughout GTA providing financial advice in

major areas of personal finance: cash flow management, credit,

retirement, investments, protection and tax planning

2000-2005 Insurance & Mutual funds representative with

Abbott Financial, Foresters and Foresters Securities;

Canadian Securities Course (2000), CSI;

Professional Financial Planning Course (2001), CSI;

Conduct & Practices Handbook Course (2005), CSI;

1991-1996 St. Petersburg (Russia) University of

Economics & Finance, Diploma of Economist;

Fluent in Russian with established network within

Russian-speaking communities of GTA

CFP™Certified Financial Planner™

Financial Planning Standards Council;

License #21085 (2004)

CDFA™Certified Divorce Financial Analyst™

Institute of Divorce Financial Analysts

Member #20851 (2008)

RRC®Registered Retirement Consultant®

Awarded by Canadian Institute of

Financial Planning

Student # 3300768 (2009)

FDS™Financial Divorce Specialist

Academy of Divorce Financial

Specialists of Canada™ (2014)

Background Credentials

DIVORCE & SEPARATIONFINANCIAL SOLUTIONS