For the fourteenth consecutive year, Canon Capital Wealth Management has achieved CEFEX (Centre for Fiduciary Excellence) recertification. The CEFEX recertification assures Canon Capital Wealth Management’s continued place among an elite group of investment advisory firms certified in this global program.
CEFEX certification helps determine the trustworthiness of investment fiduciaries, providing an independent recognition of a firm’s conformity to a defined Standard of Practice as described in the handbook “Prudent Practices for Investment Advisors.” More information about the CEFEX designation is available via this brief video.
“This CEFEX certification confirms that we value the importance of having a documented investment process,” said Patricia Webb, Director of Canon Capital Wealth Management Services. “This designation allows our clients to have added confidence that our firm is monitored annually by an independent third party and that their investment strategies are being cared for in a prudent manner.“
A copy of our certification information and certificate can be viewed here.