Please join us in congratulating team member Rossi Wiltse as the recipient of The John Tory Award for CLU studies.
Rossi achieved the top mark in the whole country. It is quite an accomplishment!
Rossi’s incredible work ethic and expertise is demonstrated through every client interaction. Thank you Rossi and congratulations on your well-earned recognition.
The CLU designation is granted by The Institute for Advanced Financial Education. The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.
A notice about Rossi's remarkable achievement will be published in the May/June issue of FORUM magazine.
“The greatest achievement is to outperform yourself.” — Denis Waitley