Canadian Full-Service Investor Ratings

2011 Canadian Full-Service Investor Satisfaction Study

Investment Advisor: This score is based on how investors rate their primary full service investment firm on aspects of their investment advisor/team, such as ease of contacting, timeliness of resolving questions or requests, courtesy, knowledge, concern for needs, helpfulness of administrative support, and promptness in keeping the investor up-to-date with market trends and developments. Close Account Information: This score is based on how investors rate their primary full service investment firm on aspects of their account statements, such as ease of access, usefulness, clarity, and timeliness of receipt. Close Investment Performance: This score is based on how investors rate their primary full service investment firm on the competitiveness of their portfolio’s performance, given current market conditions. Close