Our Mission – Why We Exist
Our mission is to help individuals from the U.S. and Canada determine and achieve their financial and cross-border lifestyle goals through our role as independent and trusted financial counselors who provide personalized service with uncompromising integrity.
Our Vision Statement – What We Strive For
Our vision is to enrich the lives of our clients and to have a positive impact on our community, profession, and workplace. By striving to achieve this vision, our desire is to become the best wealth management firm in North America.
Our Values – What We Stand For
- We place our clients’ interests above all else.
- We instill peace of mind in our clients through the financial planning process and by providing advice that is second to none in our industry.
- We communicate frequently and proactively in a manner that allows clients to understand their situation, our advice, and the reasons behind our advice.
- We make our community a better place to live by maintaining the highest ethical and moral standards in conducting our business, and by being active, individually and as a company, in community activities.
- We improve our profession through our conscientious and quality business practices, involvement in our professional societies and meetings, and matchless reputation for quality of work and professionalism among our peers.
- We help our employees reach their professional and personal goals through a harmonious and productive workplace that leverages technology, professional and interpersonal skills.
- We treat all of our clients and employees with integrity, respect and concern for their personal and professional lives, so that they are proud to be associated with KeatsConnelly.