{"id":824,"date":"2018-08-01T20:26:28","date_gmt":"2018-08-01T20:26:28","guid":{"rendered":"http:\/\/159.203.2.63\/?page_id=824"},"modified":"2023-02-06T02:44:55","modified_gmt":"2023-02-06T02:44:55","slug":"client-pledge","status":"publish","type":"page","link":"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/","title":{"rendered":"Client Pledge"},"content":{"rendered":"
\n
\n
\n
\n

Transparency is our pledge to you. Integral is open with clients about investment performance and fees. We provide you with information on a timely basis. Our aim is for you to have a firm grasp of what is happening with your financial affairs at any given time.<\/p>\n

Transparency fosters trust between our clients and our advisors. Trust is the foundation of any successful relationship, particularly when it comes to investments.<\/p>\n

1. We Listen<\/span><\/h1>\n

Your Integral advisor is focused on understanding your needs. Through our detailed Client Discovery Process, our advisors work with you to identify your life goals and your financial goals. We take the time to get a proper handle on what matters to you.<\/p>\n

2. We\u2019re Accountable<\/span><\/h1>\n

We tell our clients exactly what they can expect from us as their financial advisor. Our advisors spell out the specific scope of duties they will undertake on your behalf. They also flag for you the information you will need to provide for them to properly discharge those duties.<\/p>\n

3. You\u2019re The Boss<\/span><\/h1>\n

As our client, you decide how often you want to hear from your Integral advisor \u2013 and about what. During the Client Discovery Process, you and your advisor determine those boundaries and they are respected.<\/p>\n

4. We\u2019re Responsive<\/span><\/h1>\n

We provide timely updates when it matters. Regular performance reports and scheduled client meetings keep an open communications channel between you and your advisor. If something comes up outside this normal cycle, you will hear from your advisor.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

\n Our Best Partners:\nmit\u00e4 tarkoittaa massi<\/a>\ntalletus lahti<\/a>\nmelhor hor\u00e1rio para jogar fortune mouse a tarde<\/a>\nhttps:\/\/uusinnettikasinot.com\/<\/a>\nhttps:\/\/crazytime-tracker.com\/download\/<\/a>\nbeste paylado online casinos<\/a>\nlink do tigrinho<\/a>\nhttps:\/\/luckyjetslots.com\/tg\/<\/a>\ncrazy time live statistics<\/a>\nsiirto kasinot<\/a>\n <\/div>","protected":false},"excerpt":{"rendered":"

Transparency is our pledge to you. Integral is open with clients about investment performance and fees. We provide you with information on a timely basis. Our aim is for you to have a firm grasp of what is happening with your financial affairs at any given time. Transparency fosters trust between our clients and our […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":53,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-824","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nClient Pledge - Integral Wealth Securities Limited<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Pledge - Integral Wealth Securities Limited\" \/>\n<meta property=\"og:description\" content=\"Transparency is our pledge to you. Integral is open with clients about investment performance and fees. We provide you with information on a timely basis. Our aim is for you to have a firm grasp of what is happening with your financial affairs at any given time. Transparency fosters trust between our clients and our […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/\" \/>\n<meta property=\"og:site_name\" content=\"Integral Wealth Securities Limited\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-06T02:44:55+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/\",\"url\":\"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/\",\"name\":\"Client Pledge - Integral Wealth Securities Limited\",\"isPartOf\":{\"@id\":\"https:\/\/integralwealth.com\/ca\/#website\"},\"datePublished\":\"2018-08-01T20:26:28+00:00\",\"dateModified\":\"2023-02-06T02:44:55+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/integralwealth.com\/ca\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Wealth Management\",\"item\":\"https:\/\/integralwealth.com\/ca\/wealth-management\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Client Pledge\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/integralwealth.com\/ca\/#website\",\"url\":\"https:\/\/integralwealth.com\/ca\/\",\"name\":\"Integral Wealth Securities Limited\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/integralwealth.com\/ca\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/integralwealth.com\/ca\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/integralwealth.com\/ca\/#organization\",\"name\":\"Integral Wealth Securities Limited\",\"url\":\"https:\/\/integralwealth.com\/ca\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/integralwealth.com\/ca\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/integralwealth.com\/ca\/wp-content\/uploads\/2023\/11\/integral_logo.png\",\"contentUrl\":\"https:\/\/integralwealth.com\/ca\/wp-content\/uploads\/2023\/11\/integral_logo.png\",\"width\":435,\"height\":116,\"caption\":\"Integral Wealth Securities Limited\"},\"image\":{\"@id\":\"https:\/\/integralwealth.com\/ca\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client Pledge - Integral Wealth Securities Limited","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/","og_locale":"en_US","og_type":"article","og_title":"Client Pledge - Integral Wealth Securities Limited","og_description":"Transparency is our pledge to you. Integral is open with clients about investment performance and fees. We provide you with information on a timely basis. Our aim is for you to have a firm grasp of what is happening with your financial affairs at any given time. Transparency fosters trust between our clients and our […]","og_url":"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/","og_site_name":"Integral Wealth Securities Limited","article_modified_time":"2023-02-06T02:44:55+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/","url":"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/","name":"Client Pledge - Integral Wealth Securities Limited","isPartOf":{"@id":"https:\/\/integralwealth.com\/ca\/#website"},"datePublished":"2018-08-01T20:26:28+00:00","dateModified":"2023-02-06T02:44:55+00:00","breadcrumb":{"@id":"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/integralwealth.com\/ca\/wealth-management\/client-pledge\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/integralwealth.com\/ca\/"},{"@type":"ListItem","position":2,"name":"Wealth Management","item":"https:\/\/integralwealth.com\/ca\/wealth-management\/"},{"@type":"ListItem","position":3,"name":"Client Pledge"}]},{"@type":"WebSite","@id":"https:\/\/integralwealth.com\/ca\/#website","url":"https:\/\/integralwealth.com\/ca\/","name":"Integral Wealth Securities Limited","description":"","publisher":{"@id":"https:\/\/integralwealth.com\/ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/integralwealth.com\/ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/integralwealth.com\/ca\/#organization","name":"Integral Wealth Securities Limited","url":"https:\/\/integralwealth.com\/ca\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/integralwealth.com\/ca\/#\/schema\/logo\/image\/","url":"https:\/\/integralwealth.com\/ca\/wp-content\/uploads\/2023\/11\/integral_logo.png","contentUrl":"https:\/\/integralwealth.com\/ca\/wp-content\/uploads\/2023\/11\/integral_logo.png","width":435,"height":116,"caption":"Integral Wealth Securities Limited"},"image":{"@id":"https:\/\/integralwealth.com\/ca\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/pages\/824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/comments?post=824"}],"version-history":[{"count":10,"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/pages\/824\/revisions"}],"predecessor-version":[{"id":2386,"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/pages\/824\/revisions\/2386"}],"up":[{"embeddable":true,"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/pages\/53"}],"wp:attachment":[{"href":"https:\/\/integralwealth.com\/ca\/wp-json\/wp\/v2\/media?parent=824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}