Canadian Full-Service Investor Ratings
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2011 Canadian Full-Service Investor Satisfaction Study
Award Recipient
Wellington West Capital Inc.


Ratings Factors
Displaying Factors 1-4 of 7
Company
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Overall Satisfaction: This score is based on how investors rate their experience with their primary full service investment firm overall. 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. 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. 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. |
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Assante Wealth Management




BMO Nesbitt Burns




Canaccord Capital




CIBC Wood Gundy




Credential Securities




Desjardins Securities




Dundee Wealth Management Inc.




Edward Jones




Investors Group Securities Inc.




Manulife Securities




National Bank Financial




Raymond James Ltd.




RBC Dominion Securities Inc.




ScotiaMcLeod




TD Waterhouse Private Investment Advice




Wellington West Capital Inc.
Award Recipient
Award Recipient




MD Financial/MD Management Ltd. *




*MD Financial is available exclusively to CMA (Canadian Medical Association) members and their families and therefore is not included in the official rankings.
*Included in the study but not ranked due to small sample size.

Displaying Factors 1-4 of 7



