Across
- 3. Market Segment
- 6. 2 minimum per Large client
- 8. Our Platform
- 10. Calgary's Newest AVP RM
- 13. Statement of Control Report
- 14. presentable price estimation
- 17. our mandate in 2024
- 18. Consent [blank]
- 22. VP Masud in Toronto
- 23. fully taxable stock option
- 24. Market Segment
- 25. our operational teammates
- 27. Consumer Price Index
- 28. where equity settles after a release (default)
- 29. our 401k consulting partners
- 30. department that drafts amendments
- 31. Our in house broker dealer
- 32. US 423 is a version of this kind of plan
Down
- 1. Calgary's Newest VP RM
- 2. ED Savard
- 4. VP Struyven in Toronto
- 5. our favourite AGM related task
- 7. e.g. Odyssey, TMX, Computershare
- 9. every RM has multiple
- 11. Market Segment
- 12. VP Amado in Montreal
- 15. Our Role
- 16. Our Annual Conference
- 19. Our Goal: 8000 of these accounts opened
- 20. our learning platform
- 21. Head of Wealth Enablement
- 24. Our Jurisdiction
- 26. CRM Tool