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