Camille Estefan shares insights on Diligence's award-winning approach to wealth management
In this edition of WPTV, we sat down with Camille Estefan, Senior and Founding Partner of Diligence Wealth Management at Manulife Securities, to discuss its recent recognition as one of Wealth Professional’s 5-Star Advisory Teams for 2024. This honor highlights Diligence Wealth Management’s dedication to providing exceptional client service and value.
Founded on the principles of diligence and attention to detail, Estefan attributes the firm’s success to its commitment to putting clients first. “Before looking for success, we strive to be of value to our clients. We put ourselves in other people’s shoes and work towards contributing before collecting,” Estefan shared during the interview.
What sets Diligence Wealth Management apart is its personalized approach to wealth management, where no detail is overlooked. Estefan emphasized the importance of going beyond the norm, often referring to the company’s work as adding “the fifth quarter to a dollar,” a philosophy of exceeding expectations to ensure clients achieve their financial goals.
The firm’s name, Diligence Wealth Management, perfectly encapsulates its work ethic. “Diligence is the most crucial part of the equation. There is no ‘off button’ when you take on the responsibility of managing someone’s wealth. We work harder than anyone to make sure our clients are on the right path,” Estefan explained.
Reflecting on his journey since starting the firm in 1997, Estefan shared a powerful story about a client who entrusted him with his entire life savings. “That moment solidified for me the responsibility that comes with this job. It’s not just a career; it’s a vocation,” Estefan said, underlining the firm’s deep sense of duty to its clients.
Looking ahead, Diligence Wealth Management is focused on maintaining its high standards of service, especially in a rapidly changing industry. “The biggest danger is putting clients in a mold,” Estefan noted. “Each plan needs to be tailored to the individual.” This philosophy of personalization is at the heart of Diligence’s ongoing success.
To learn more about Camille Estefan and Diligence Wealth Management, click here to watch the full interview.
