Business & Tech
Canon Capital Wealth Management Achieves 14th CEFEX Certification
Canon Capital Wealth Management Achieves Certification from Centre for Fiduciary Excellence (CEFEX) for Fourteenth Consecutive Year
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.
“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.“
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.”
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A copy of the Canon Capital Wealth Management certification information and certificate can be viewed at CEFEX.org
Canon Capital Wealth Management is a business unit of Canon Capital Management Group based in Harleysville, PA. Canon Capital Management Group provides a single source of financial and business services. For more information, visit www.canoncapital.com or call 215-723-4881.
