As we work to achieve our Mission of providing our clients with Financial Peace of Mind – Despite an Uncertain World we will at all times be guided by the following values.
INTEGRITY:
Our promise to you is to act with integrity in all that we do. What do we mean by integrity? We view integrity as a three step process:
- Discerning what is right and wrong,
- Acting on what you have discerned, even at personal cost; and
- Saying openly that you are acting on your understanding of right from wrong.
Acting with integrity is fundamental to how we want to live our lives so you can expect it of us as your financial advisor.
TRUST:
We understand that trust is essential in any relationship; however in a relationship with a financial advisor trust is indispensable. To be able to make good decisions – decisions that you are comfortable with – you need to trust us as your financial advisors.
Trusted Advisor: acts with integrity to provide you with objective advice and information to ensure you are comfortable with the decisions you make regarding your financial future.
To be your Trusted Advisor we understand that we must earn your trust, and to do so we must be trustworthy. To be worthy of your trust we are committed to acting with Integrity, being Competent in our field, remaining Objective at all times, always remaining Client Focused, and committed to enhancing your financial literacy (Education).
The foundation for our relationship of trust is the Client Engagement.
DISCIPLINE:
We will follow a disciplined approach to guiding our clients toward their financial goals and we will encourage disciplined behaviour by our clients, so they have peace of mind in knowing that they are in control to achieve their financial goals.
COMPETENCE:
To be trustworthy, or trustworthiness, can be viewed as a combination of Character and Competence. We not only promise to act with integrity in all that we do we also work hard to be excellent financial advisors. From completing classes to earn professional designations such as the Certified Financial Planner® designation, to attending continuing education seminars we are continually working to ensure we have the knowledge and skills to be outstanding financial advisors with the ability to guide you toward your goals. The financial market place is often a complex and ever changing market place. That is why we also have a team of experts at our disposal to provide support when needed.
OBJECTIVE:
We are independent financial advisors. We will provide you with unbiased, knowledgeable, and timely advice. As independent financial advisors we are not restricted to any investment product or service, and we work exclusively for your benefit. We care deeply about helping your achieve your goals and objectives and endeavour to provide the highest quality service and advice.
CLIENT FOCUS:
Our mission is to be the principled financial advocate for all aspects of our client’s financial lives. To do this we take the time to develop a detailed understanding of your individual/families circumstances, goals, and objectives. We help you make good decisions – decisions that you are comfortable with, decisions you are confident in. Throughout our relationship we remain diligent in our efforts help you achieve your goals – we focus all our efforts how we can serve you and your family.
EDUCATION:
Too often we don’t take the action we should because we don’t feel we have the required knowledge. One of our passions is to learn and then share what we have learned with others who can benefit from that knowledge. We will work to assist you in continually increasing your financial literacy so that you can make decisions regarding your financial future that you are comfortable with.