Our Measures of

Success

 

At Watermark Stone Wealth Management, we’re committed to maintaining the highest level of ethical standards possible. We adhere to the laws, rules, and regulations of our industry and also follow the codes of ethics developed by various associations and organizations. Beyond this however, we regard the rules and codes of conduct as being minimum requirements and hold ourselves to a higher standard of delivering our services with honesty and integrity.
While investors would like to believe that their advisers will be acting in their best interest at all times, many people are surprised to learn that investment advisers in Canada do not have a fiduciary duty to their clients. A fiduciary duty simply means that a trusted party, in this case, the adviser, has a legal obligation to act in the best interest of another party.

In this case, the client. While investment advisers do not have a fiduciary duty, it’s reassuring to some people to learn that portfolio managers such as myself, do have a fiduciary duty to our clients. By following the required rules and codes and implementing higher voluntary standards we are firmly committed to upholding the client covenant of trust, loyalty, prudence, and care. In our business, we consider our most important team member to be the client.

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