Client Experience

The client experience is what we value most. We pride ourselves on close relationships based on clear communication, transparency and trust. We use simple language to demystify complex issues, and provide a wide range of investment options.

We tailor plans to each clients’ unique circumstances. For instance, certain social screens matter more to some clients while different criteria may be a priority to others.

The Client Experience Includes:

• Financial planning
• Risk assessment
• Coordination with estate planning, insurance and tax professionals
• Consolidated reporting
• Opportunity for shareholder engagement