Chartered Investment Manager (CIM)
Certified Financial Planner (CFP)
Fellow of the Canadian Securities Institute (FCSI)
Helping clients build and protect their wealth intelligently via thoughtful discovery, constructive planning and thorough analysis of investment opportunities. Earning clients' trust.
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101 - 14439 104 Avenue, Surrey, B.C. V3R 1M1 – 604.581.7130 – info@swrbot.com