Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment.We are a group of like-minded professionals who are passionate about helping our clients work towards their missions - from endowments and foundations, to healthcare organizations and families. We truly believe each individual’s unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, our people are empowered to have a real impact on their clients and the community at large.
We are delighted to announce that our unwavering focus on fostering a supportive and enriching workplace environment has been acknowledged through various awards and accolades, which are based on the positive feedback we have received from our valued employees. We humbly accept this recognition as a reflection of our ongoing commitment to prioritizing the well-being and professional development of our team members, and we remain dedicated to upholding our high standards of excellence in all that we do.
At Canterbury, we understand that our people are central to our identity as an organization. Our goal is to cultivate an environment where our team feels valued and fulfilled from a professional and personal perspective. Through our daily work, Canterbury is invested in creating open dialogue and genuine connections as we develop a culture that values each individual's contributions. We know that every employee materially influences client outcomes, and we welcome fresh perspectives and innovative ideas to improve our service. Beyond the office, our philanthropic efforts in our local community give our team the opportunity to connect in meaningful ways.
At Canterbury, we are proud of our
independence. We are 100% employee-owned and operated,
which means we are accountable only to our
clients and to each other. We encourage an
ownership mindset at every level. We respect and
celebrate that every employee materially
contributes to client outcomes.
As an independent firm, we have the freedom to design our own vision, and chart our own destiny. We invite our employees to contribute to and help guide that vision. We offer ownership opportunities to those who show ongoing commitment and contribution to our organization, regardless of role or title.
*Based on orange county business journal “Best Places to Work in Orange County 2022” survey
Diversity, equity and inclusion are at our core. We strive to cultivate a diverse workplace that mirrors the communities we live in and work for. The combination of each individual’s unique background and experiences contribute to a richer workplace, and better outcomes for our clients.
We compensate our employees with perks and benefits centered around creating a better quality of life. In fact, 98% of our employees state that they are satisfied with our benefits package.
We offer premium medical, dental, and vision plans to ensure our employees have access to the best care, allowing them to stay happy and healthy.
We allow our employees to take advantage of flexible and hybrid work schedules, trusting them to balance their own productivity.
Planning for the future is invaluable. We ensure our employees are taken care of for the long-term while they care for our clients, through monetary perks like a 401K match and profit sharing.
Canterbury Consulting has long offered maternity and paternity leave, and specialized schedule accommodations for elderly family members.
We offer mentorship, financial support, and paid study time for those furthering their skills and education.
We give our employees the opportunity to volunteer with organizations and causes that they care about, including financial literacy programs.
For students seeking a hands-on experience, the Canterbury internship program provides deep immersion into the real work of financial professionals. Our paid internship program is designed to allow students to participate in day-to-day work activity, so they can feel the satisfaction of impacting actual client outcomes, while receiving college credit. Our challenging and educational program helps prepare our interns for successful career paths after college. As a result, almost a third of our interns receive an offer for full-time employment with Canterbury.