Guiding Your Path to Success.
Continuous Learning & Advancement
We value and support learning and encourage employees to acquire new skills and knowledge to improve their job performance and advance their careers.
At Copper Leaf Financial there are various opportunities for employees to learn and develop such as training sessions, workshops, buddy/partner systems, online learning platforms, and other educational and growth resources.
A big part of our culture is open and continuous communication. A prominent component of this system is that feedback is given regularly (both from and to staff), and there is a focus on helping employees at all levels identify areas for improvement and set goals for personal and professional growth.
It is our continuous learning work environment that encourages innovation as employees are encouraged to experiment with new ideas and approaches. All of this with the goal to help advance the Firm and the services provided to our clients.
We value our ability to be an example of resilient growth and consistent success. Our core values have guided us for over 30 years and ensure that we are able to consistently serve our growing team of associates and clients.