At Kilburn Coxford Wealth Management Group we have an ongoing concern for our clients’ financial well being. We
are committed to building solid, lasting relationships with our clients
by acting with integrity, professionalism and service excellence.
that end, we present a summary of principles that guide us in our work.
Taken together, these principles serve as a reminder of the strength of
our commitment to you our valued client.
We understand you as an individual
relationship starts with the development of a personal investment plan.
This plan takes into account risk tolerance, time horizon, income
requirements, tax situation, and current market conditions. We regularly
review investment strategies, insurance needs, tax minimization
strategies and estate planning.
We keep you up-to-date
believe our clients are best served when they are informed with regular
phone and email up-dates, detailed account reports, monthly statements
and on-line account access. While it is our role to look out for your
best interest, it is important they we are partners in the wealth
We meet with you one-on-one
sound investment plans require regular review. In addition to our
regular phone and email contact we recommend annual face-to-face
meetings. They are essential to staying on track and provide us with
information needed to provide you with sound advice.
We act with integrity and professionalism
maintain a thorough understanding of capital markets. This knowledge
allows us to identify potential risks and rewards of our investment
recommendations and advise our clients on the suitability of their
investment portfolios. We monitor client portfolios for opportunities to
improve or to take advantage of changing market conditions.
We provide excellent service
have taken great care to assemble an outstanding team whereby each
individual plays an important role in meeting your financial needs.
Phone calls that cannot be immediately answered are promptly returned
before business close. Administrative requests are followed up quickly
and we keep you informed along the way. We coordinate with our clients’
accountants and lawyers to ensure we are working to the same end in your
For any questions we encourage you to contact us. As the saying goes, "we’re at your service.”
Tel: 604-535-4310 or Toll Free: 1-800-665-1442