Canadian Full Service Investor Ratings

2009 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 Convenience: This score is based on how investors rate their primary full service investment firm on aspects of convenience, such as hours of in-person operation, ease of using the website, branch location, speed of trade confirmations, etc. Close Account Setup/Offerings: This score is based on how investors rate their primary full service investment firm on aspects of account set-up and account offerings, including ease of setting up a new account, usefulness of general information sent, variety of investment products and services, and effectiveness in communicating new products and services. Close Cost: This score is based on how investors rate their primary full service investment firm on aspects of cost, including cost of commissions, cost of money management fees, and cost of account/maintenance fees. Close