The Sykes Wealth Management Manifesto: Wealth Is More Than Money
Our core purpose – why we do what we do
Because there is nothing better in the world than helping someone achieve something.
Our vision – where we are going, and how we’ll know we’re there
In any situation involving money and life, we want to be your very first call.
Our mission – what we do every day to get there
To set the bar for personalized, professional wealth management services across North America.
Our position – how we are different
We strive to be the best in class in everything we do.
Our promise
To be the steward of our clients’ financial wellbeing.
How we show up – for clients, colleagues and beyond
- We are casual, but professional.
- We are approachable, but always ready for a challenge.
- We like to win, and like it even more when you do, too.
- We always work hard for our clients and colleagues. Some might call us competitive.
- We ask questions and believe in financial planning as much as investing.
- We don’t use jargon.
- We care deeply about your family, your hobbies and your future.
In summary, we manage our clients’ wealth and prepare them for important life events. The execution is what sets the Sykes Wealth Management team apart.
Our job is to be there with you and for you – so you can have the important conversations that will preserve and strengthen harmony: between spouses, with children and with other key professionals who help navigate those moments. It could be a marriage, a new baby, a new house, elderly parents downsizing their home, the list goes on.
We’ll make sure that when the time comes to make a big decision, you have the clarity and bench strength necessary to decide with confidence.
True wealth cannot be counted in dollars and cents. It comes from so much more than money.
