top of page

Code of Ethics

  1. Always place the best interests of our clients above our own direct or indirect interests.

  2. Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills, and competence.

  3. Hold in the strictest confidence and consider as privileged, all business and personal information pertaining to our clients’ affairs.

  4. Make full and adequate disclosure of all facts necessary to enable our clients to make informed decisions.

  5. Maintain personal conduct which will reflect favorably on the insurance and financial services profession.

  6. Determine that any replacement of an insurance or financial product must be beneficial for the client.

  7. Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which we do business. 

bottom of page