We are honored to announce that Canon Capital Wealth Management has successfully achieved CEFEX (Centre for Fiduciary Excellence) recertification for the twelfth consecutive year.
The CEFEX certification is a result of an annual audit by independent expert analysts. This designation means that we adhere to the best practices within our industry, including specific criteria which have been substantiated by regulation or written in consultation with leading firms.
“This independent certification serves as verification and affirmation of our Fiduciary Investment Management process whereby clients’ interests always come first,” said Dr. Peter Roland, Managing Director of Canon Capital Wealth Management & Family Office Services.
A copy of our certification information and certificate can be viewed here.