My Mission Statement
I will continously work to put my clients' financial well-being first.
- I will always tell my clients the truth
- I will conduct business according to high ethical standards
- I fully accept the responsibility my clients place in me
Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentialty
