A Commitment to Excellence...
The entire Harris Financial Group team follows a set of guiding principles that define our culture and drives our business direction.
- We make clients the focus of everything we do.
- We listen, care, deliver, and build relationships based on trust.
- We demonstrate integrity and respect by practicing open, honest communications and fair business practices.
- We leverage CIBC's vast resources to deliver excellent results for our clients.
- We grow our people and our business through continuous improvement.
Your wealth is of great importance to both you and us; we take the steps we need to build relationships based on the four pillars of trust, honesty, openness and respect. When you initially join our family at Harris Financial Group, we draw out a concrete plan to ensure we meet and exceed your expectations of these four pillars.
We create a formal agreement that articulates your lifetime financial strategy and anchors your expectations.
This agreement describes your:
- Level of risk
- Investment objectives
- Desired asset mix
- Investment constraints
- Guidelines for selecting, monitoring, and managing investments
- Describes how your financial plan will be put into action
