90-04-004 CSWP globe FINAL · The Chartered Strategic Wealth Professional (CSWP®) designation...
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© CSI Global Education Inc., a Moody’s Analytics company “ WealthManagement isMyProfession.” Canada’s Only Specialized Wealth Management Designation Serving 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-Benko BA, CIM, FCSI, Chartered Strategic Wealth Professional Director, Portfolio Manager Odlum Brown Limited, Vancouver Look for one of Canada’s elite wealth managers. cswp.ca Credentials That Matter
Transcript of 90-04-004 CSWP globe FINAL · The Chartered Strategic Wealth Professional (CSWP®) designation...
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© CSI Global Education Inc., a Moody’s Analytics company
“�Wealth�Management��is�My�Profession.”
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
