Pictured L-R: Blaine F. Aikin, Executive Chairman, Fi360; Patricia Webb, Owner and Director, Canon Capital Wealth Management Services; Carlos Panksep, General Manager, CEFEX
We are honored to announce that Canon Capital Wealth Management was recently recognized for achieving ten years of certified excellence in fiduciary-based investment practices as established by CEFEX (Centre for Fiduciary Excellence).
CEFEX is an independent global assessment and certification organization, working closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries, providing an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust.
Canon Capital Wealth Management was one of 13 firms recognized for this certification milestone at the Fi360 Annual Conference, which took place in May 2017 in Nashville, Tennessee.
“We take our practice of holding to the highest fiduciary standard seriously,” said Patricia Webb, owner a and director of Canon Capital Wealth Management Services. “To receive this certification from CEFEX affirms that we are doing our best for the benefit of our clients.”
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