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Financial professional who has completed rigorous training and education in investment management Service and financial planning. They have passed a series of exams and are registered with regulatory bodies to provide investment advice and manage investment portfolios for clients. All of our advisors hold the Certified Financial Planner (CFP) designation, which is recognized worldwide as the standard of excellence in the financial planning industry. Our team also includes Chartered Financial Analysts (CFA) and Chartered Alternative Investment Analysts (CAIA), ensuring that we have the expertise to provide comprehensive investment solutions.