Client Centered Approach

When working with clients, we employ what we think of as a 'client-centred' approach.

This process has evolved from our years of experience and from the understanding we gainfrom sharing our valued clients experiences. We continually strive to exceed the expectations of our clients. We believe that in order to meet and exceed those expectations, we must know what it’s like to 'walk in your shoes.' Twice a year we meet with a representative collection of our existing clients to refresh our understanding of what is important from our clients’ perspective. We call this group our Client Advisory Council.

This Council provides a platform for feedback on our services. We are particularly interested in the areas where we need to upgrade our services. After each advisory session we report back to the Client Advisory Council. This report includes a list of priorities and an action plan for review. This client-centred approach has proven very helpful in evolving our client service standard. We greatly appreciate the insights given to us by our client advisors.

Client Advisory Council:

Client Advisory Council:

Back row, left to right: Joan Conrad, Henry Hicks, Graham Smith, Jamie Williams, Ken Crowell, Lisa Williams, Ned Chase
Front row, left to right: Karen Smith, Pete Smith, Mark Smith, Paul Conrad, Bob Smith

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.