Our Core Values
We are committed to act in our clients’ best interest with:
- Integrity and honesty
- Teamwork and interdependence
- Innovation and commitment to Continuing Education
- Independence and Objectivity
- Community Responsibility
We place a high regard on earning our clients’ trust and respect through integrity and honesty. We believe that our reputation in both the industry and the community reflect these values.
Burgeonvest Bick Securities Limited
Burgeonvest Bick is a trusted financial planning and investment advisory firm. Personalized service, integrity and independence are core values at Burgeonvest Bick Securities Limited. Our values are the foundation of our company’s culture. These values define our corporate goals and behaviour; govern our personal behaviour, determine the choices we make, including choices between competing ethical alternatives and, most importantly, dictate how we serve our clients.
We take a broad approach to investment advice, and a holistic approach to financial planning which considers our client’s stage in life, personal circumstances, risk tolerance, and investment and retirement goals. Our objective is to build meaningful relationships with our clients and their families.
Our mission is to provide knowledgeable, independent and unbiased advice to develop diversified portfolios to meet our clients’ objectives while helping to manage risk over the long term. We assist with custom tailored and personalized service to manage information, understand change, and deal with the realities of fluctuating investment markets. We aim to preserve and maximize our clients’ wealth with tested and proven wealth management strategies.
Together we focus on our clients’ values, preferences, financial outlook and desired outcome as they relate to both their financial and life goals.