'One life is all we have and we live it as we believe in living it. But to sacrifice what you are and to live without belief, that is a fate more terrible than dying.'
~Joan of Arc
We have been told by our clients their experience with our group is one that is intimate: we understand the depths of their financial situation and scrutinize, assess, and implement wealth creation strategies to achieve their financial and lifestyle goals.
We have a strong set of core values, which we live by. These set us apart in the Private Wealth Counsel arena:
Our Core Values are everything we stand for:
- We are ahead of the curve on wealth creation strategies.
- A great deal of investments are headed off at the pass.
- We are the discriminator of options.
- We act like we are still in Institutional Capital Markets and as such are very nimble.
- We provide a level of personal scrutiny and oversight that is unimaginable in the private client arena.
- We go to great lengths to gain market insight and are not afraid to share our opinions.
- Nothing slips through the cracks.
- The best do not sit back: We are active not reactive.
- Mediocrity is not an option for our clients.
- We are obsequiously devoted to good service.
- We honour our clients’ privacy.
- We understand that being discreet is of utmost importance.
- We are transparent in all aspects of wealth counsel
- We understand that your financial or health situation may change. We are sensitive to this and respect your dignity in handling any changes required.
- We provide a safe forum to ask questions.
- We are uncompromising and unambiguous in our recommendations.
- There are great minds and great resources. We are the discriminator of the options available and marshal the best trade-off.
- We were constantly challenged in capital markets, and expect to be challenged now as well.
- We are never overwhelmed.