Mission and Vision

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 our people and to have a positive impact on our community, profession, and workplace. In living our vision we will be 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.