Inclusion and diversity are deeply rooted in our DNA and in firm history. Within our most recent Five Year Plan, “Our values, beliefs and culture provide the foundation of our organization – the source of our strength and durability. Our trade-offs shape our strategy, which is in turn how we deliver value to our clients. The activities we choose to pursue fit together in a way that makes us unique and difficult for competitors to emulate. As we pursue our Vision to become the first choice of serious, long-term individual investor, we are committed to preserving, communicating and passing along to our current and future associates what makes us unique and positions us for future success.” I can think of no more important or finer way to exemplify what is needed to become the first choice than to reflect the many various communities that we serve as advisors, as associates and as a firm and to then celebrate our diversity and inclusion for what it truly means – strength together.
Financial Advisor – St. Albert, AB