OUR MISSION STATEMENT At Investment & Financial Partners, we first want to get to know you as a person. We believe that understanding your life’s values and goals is a critical aspect of identifying your true financial goals. Our Core Values provide us with the set of guidelines to help us fulfil our Mission. OUR MISSION To be a Trusted Adviser, Partner and Employer of Choice We work hard on being a great financial services company. Our mission is to work closely with our clients to turn the challenges and opportunities in their lives into realised dreams. OUR CORE VALUES Service Excellence Serving others — our reason for existing. We continually seek to understand the needs of those who depend on us (our clients, their family members, our fellow team members and our business networks) and then work to exceed their expectations. Integrity Through our personal, team, and organizational values, we strive for alignment in what we say and do for our clients. Team We work together, sharing a common purpose, a common culture and common goals. We genuinely care for and support, not only those to whom we provide financial services, but those with whom we work shoulder-to-shoulder. Accountability We take responsibility for meeting our commitments, our personal ones as well as those of the entire organization. We take ownership of our results. Continuous Improvement Individually, and as a team, we constantly look at what we do, and ask, “How can we do this better?” Fulfillment We make a difference when we work with you. We feel rewarded — personally and as a team — because what we do in our roles are consistent with our service mandate, goals and dreams. Fun We enjoy what we do. We know Financial Planning is hard work; but even hard work can be fun. We take our jobs seriously, but we feel a fun environment delivers better advice to our clients while creating a better work environment for our teammates.