While each client relationship is unique, our team’s investment philosophy is the same – ensure every client has the confidence they are on track to achieve their financial goals.

The Keys to a Successful Relationship

What you can expect from us
You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us. We will:
  • Treat you with respect, honesty and dignity
  • Act as your advisor, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
  • Explain the implications of the strategies proposed
  • Update you by email, mail and phone
  • Meet with you regularly to review your Financial Strategy Action Plan
What we expect from you
  • Effective communication and mutual respect are essential to a successful partnership, so we expect: trust, complete disclosure, respect, sincerity, honesty, commitment.
  • We want you to understand that our recommendations are always based on your best interest. As our client, you need to know that all advice will be based on the information you provide to us. We expect you to participate enthusiastically in the investment planning process.
Mutual responsibilities
Working together is essential to effective investment planning. To this end, we will:
  • Agree to keep each other informed of any new developments that might affect these strategies
  • Agree to take the time to regularly review your Financial Strategy Action Plan
  • Be both honest and forthcoming about your financial situation
  • Work to develop mutual trust, respect, and understanding