Code of Professional Conduct

 
 
 

What are my ethical standards?

  1. Priority of Client's Interest: Acting in the best interest of the clients

  2. Integrity: Always giving advice to clients based on a code of integrity

  3. Competence: Constant upgrade on the necessary learning in all areas where I advise clients.

  4. Diligence: Act diligently when handling client information.

  5. Disclosure: Transparency is kept at the forefront of all client contact.

  6. Professionalism: maintain client trust while demonstrating honesty and fairness.

  7. Confidentiality: any information discussed in meetings will be kept between authorized parties only.

Commitment

While setting up the Armando Wealth Management brand there was one main point that was kept top of mind; to always act in the best interest of the clients. I am committed to the logical incrementalism of client servicing when it comes to applying the strategies in order for them to move the plan ahead.

Risk management will always be taken into account while going through the financial planning process to ensure we discuss the unpredictable that still has to be taken into account.

Annual review of the strategies implemented are set in place to ensure the plan is still relevant to the ever changing client circumstances approaching their goals.