"JV really took their time to sit us down and explain things to us, no one has ever done that before. At other places, if you meet with someone for more than 45 minutes you feel like you're keeping them from their job.
We were asked what our expectations were and what was important to us. You wanted to know the whole family situation; it wasn't just about the money.
The only thing we regret is that we didnt know about JV sooner."
Peter and Avril B. JV Clients Edmonton, Alberta |
At JV Financial, each member of our team is actively engaged in the same mission:
To help our clients create, preserve, and distribute all aspects of their wealth in accordance with their values.
We recognize that a mission means very little unless each person upholds the same principles critical to achieving shared goals. The entire team at JV Financial Group values the importance of:
- Adhering to the highest ethical standards of our profession
- Committing to top-quality client service
- Providing unbiased advice
- Approaching each challenge as a team of our professionals and other advisors, and so providing maximum value
- Developing professionally and personally
- Consistently following our investment philosophy, which focuses on long term, professional asset management
- Approaching the planning process in a comprehensive manner centered around our clients' values and objectives
- Maintaining our clients' privacy and confidentiality to develop trusting, effective, and long-lasting relationships
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