Atlantic Canada

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.

What a CCS™ Can Do for You:

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.

CCS™ Professionals Have Been Featured In

Gregory L. Bonnell, BSc, CCS™

Halifax, NS
CCS Since 2014

Creating safe and sustainable lifestyles through cash flow planning.

With over two decades of experience, Greg’s ongoing passion is to create safe and sustainable lifestyles for clients through cash flow planning. He brings consistency and value to his client’s lives through cash flow planning and by extension financial & retirement planning.

James Shinners, CCS™

Hammonds Plains, NS
20+ Years Experience

A good mortgage plan begins with a Great Cash Flow Plan!

We work for you to find you the best mortgage for your needs. And, our mortgage services are free to you as we get paid by the bank after your mortgage closes.

Trent MacKeen, CCS™

Dartmouth, NS
15+ Years Experience

We share ideas to help you - families, professionals, and business owners - make well-informed financial decisions. We advise on and help our clients understand how their insurance and money decisions affect them today, and more importantly, in the future.

We have a unique approach in that we help people find money they are currently losing unknowingly and unnecessarily. If you are one of the many Canadian households losing money unknowingly and unnecessarily, would it be useful for you to hear how we can help? If we can't help, we will tell you. Being an advisor is as much about problem finding as it is about problem solving.

Christina Wyatt, CCS™

Dartmouth, NS

Whether you are in your 20's, 30's or 40's, getting started with the right economic strategies is crucial for building the foundation for long term success. Our process and system enables us to bring real, measurable content to people's financial lives based on the economic realities of how financial tools are supposed to work together to create bigger results.

Nick Giovannetti, CFP®, CLU®, CHS®, and CCS™

Nova SCotia

Our client experience is everything. We design plans to help our clients with their daily spending and long-term financial goals. We build written cash flow plans that are easy for clients to follow and focus on enjoying life today, while still planning for tomorrow.

We are your personal CFO (Chief Financial Officer). Our work starts with understanding our clients goals, their spending habits, their money mindset, and their cash flow.