(905) 493-6393 chad@LRMinsurance.ca

Chartered Life Underwriter (CLU®) Designation

The Chartered Life Underwriter (CLU) designation has been widely recognized for 90 years as a superior mark of excellence in the financial services industry. CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

The CLU designation is conferred in Canada exclusively by The Institute for Advanced Financial Education (“The Institute™”). The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.

The Chartered Life Underwriter (CLU®) is an approved designation for use of the title Financial Planner in Ontario.