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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

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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

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