Wrapping Up
Consider sharing this e-Learning module with others in your community who wish to maximize the impact they can have on causes they care about.
We’re always looking for feedback and new ideas for e-Learning modules! If you have a topic related to charitable giving that you’d like explained, please let me know.
Craig Swistun, CIM, MFA-P, RGD Emeritus
Portfolio Manager
Lexicon Financial Group
Raymond James Investment Counsel
craig.swistun@raymondjames.ca
lexiconfinancialgroup.com
416.840.8571
@lexiconfg