Canadian Full-Service Investor Ratings

2011 Canadian Full-Service Investor Satisfaction Study

Overall Satisfaction: This score is based on how investors rate their experience with their primary full service investment firm overall. Close Account Offerings: This score is based on how investors rate their primary full service investment firm on aspects of account offerings, including: usefulness of general information sent, variety of investment products and services, and effectiveness in communicating new products and services. Close Commissions and Fees: This score is based on how investors rate their primary full service investment firm on aspects of cost, such as advisor explanation of fee structure, understanding of fee structure, and payment of an annual account fee or per trade commission fee. Close Website: This score is based on how investors rate their primary full service investment firm on their website, including: website appearance, ease of navigation, clarity of information provided, and timeliness of resolving reason for visit. Close