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He also provides administrative support to facilitate daily operations. His goal is to build strong client relationships that contribute to the growth of his advisor’s business.

He holds a Master of Business Administration and is a Chartered Financial Analyst (CFA).

Outside of work, Lawrence has been involved with the Venue Committee for the Calgary Marathon in previous years and volunteers with the Calgary Food Bank.

Lawrence is a Wealth Planning Associate, responsible for assisting Wealth Advisors in delivering exceptional client service. 

Overview

Lawrence Mah

Client Relationship Manager

Wealth Planning Associate

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