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