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Canada’s Only Specialized Wealth Management DesignationServing Affluent Investors with Complex Financial Needs

The Chartered Strategic Wealth Professional (CSWP®) designation provides an advanced level of financial advice that addresses a client’s tax, estate and portfolio management needs.

Shelly Appleton-BenkoBA, CIM, FCSI, Chartered Strategic Wealth Professional

Director, Portfolio ManagerOdlum Brown Limited, Vancouver

Look for one of Canada’s elite wealth managers.

cswp.caCredentials That Matter