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Email Signature Formatting

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How should I format my email signature if I reference Croft?

Approved Email Signature Format:

Jane Doe, CFP®
Financial Strategist
Doe Wealth Advisory
jane@doewealth.ca
www.doewealth.ca

Investment Management Services Provided by R N Croft Financial Group Inc. Your Licensed Portfolio Manager

Required:

  • Submit your email signature for compliance approval before use
  • Only include approved titles and the standard information
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