Personalized service, integrity and independence are core values at Burgeonvest Bick Securities Limited (“BBSL”).

Values Statements

Our Values are the foundation of our company’s culture. These Values define our corporate goals and behaviour; govern our personal behaviour; determined 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 a 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 Core Values

We are committed to act in client best interests with:

• Integrity and honesty
• Teamwork and interdependence
• Innovation and a commitment to Continuing Education
• Independence and objectivity
• Community Responsibility

We believe that our reputation in both the industry and the community reflects these values.

Our Mission is to:

• Provide knowledgeable, independent and unbiased advice.
• Assist with custom tailored and personalized service to manage information, understand change, and deal with the realities of fluctuating investment markets.
• Develop diversified portfolios to meet client objectives while helping to manage risk over the long term.
• Preserve and maximize wealth with tested and proven wealth management strategies.