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As professionals we believe in working with a code of conduct. As members of Advocis (The Financial Advisors Association of Canada) we follow their Code of Professional Conduct.
» Advocis
» Advocis code of conduct
As holders of the Certified Financial Planner designation, we also follow the CFP Code of Ethics.
» CFP Code of Ethics
For more information on the local Estate Planning Council, that we are members of, see:
» WWEPC