Our Values
These are the values that guide our work and make Executor Advisory Services the kind of institution that Canadians may like, trust, and respect.
Partnership
Collaboration with respect.
Adaptability
We meet you where you are and provide the kind of support that works for you as you complete your duties.
Empathy
We recognize the weight of grief, busy lives, and individual paces. We tailor our involvement to our clients' approach with patience, without assumption, and without judgement.
Humility
We respect that our clients are the experts of their domains, and that the executors are the decision-makers. We help and support our clients.
Integrity
Doing the right things.
Fairness
We bill transparently based only on the hourly rate. We adjust the amount we bill so that clients are paying for value only. We don't encourage clients to waste valuable time.
Integrity
We aim to be as efficient as possible for our clients. We don't create work for ourselves at our clients' expense.
Accountability
We own mistakes promptly, correct them at our expense, and communicate openly. Nobody is perfect.
Excellence
Delivering the right outcomes in the right ways.
Speed
We aim to make things happen as quickly as possible without unreasonable delay.
Competence
We want to be the best. We aim to make the right recommendations, every time.
Character
We want our clients to like us, trust us, and respect us. Our clients should feel good about us, always.