Our Client Centred Approach

In order to ensure the right financial blueprint for each client, a holistic view of their particular circumstances is developed. Strategies for wealth management, retirement, tax, investment and estate purposes are put together according to client specific needs. Assets and cash flow are maximized to speed up the process of attaining realistic lifestyle and retirement objectives.

The Group’s reputation and that of each associate depends upon a high degree of excellence in the caliber of service provided to clients. At Queensbury, a commitment to the continual upgrading of professional skills is an integral part of operations policy.

At Queensbury, the clients’ interests always come first! This tenet is spelled out in the Code of Conduct that associates must accept and acknowledge in writing.