Your Information

Name 

Email Address

How many years have you been our client?

0 - 2 years        3 - 5 years        6 - 8 years        8 years + 

Customer Service

Frequency of written communication and statements

Dissatisfied        Poor        Adequate        Good        Excellent

Quality of written communication and statements

Dissatisfied        Poor        Adequate        Good        Excellent

Frequency of telephone contact

Dissatisfied        Poor        Adequate        Good        Excellent

Your questions are answered clearly and in a timely manner

Dissatisfied        Poor        Adequate        Good        Excellent

What improvements would you like to see in the level of service in the coming year? 

Enter comments here

How frequently do you expect to hear from us, either in writing or on the phone?

  Monthly       Quarterly      Semi-annually      Annually

Investments

Performance of your Investments

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Comfort with your level of risk    

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Confidence that you have a coherent investment strategy

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Investment options and recommendations clearly explained

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Your account is handled without problems or mistakes

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

All fees are reasonable and have been clearly explained

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Overall satisfaction with your investments

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Insurance

Confidence you have been advised of your insurance needs and have had the opportunity to pursue coverage for those needs

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Confidence that your insurance policies are tailored for your needs

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Understanding of the coverage you have

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

All costs are reasonable and have been clearly explained

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Confidence that your insurance needs have been met

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Overall satisfaction with your insurance

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Mortgage

Confidence that your income is being used to efficiently reduce your debt

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Satisfaction with the flexibility of your mortgage

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Satisfaction with your mortgage rate

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Confidence that you have fast and adequate access to funds in the case of an emergency (rule of thumb: three months income)

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

Overall satisfaction with your mortgage

Dissatisfied        Poor        Adequate        Good        Excellent        Not Applicable

About Us

What do you think of our website

Dissatisfied        Poor        Adequate        Good        Excellent

Would you be comfortable buying products, such as travel insurance online through our website?

Yes        No

Why did you choose our firm

 Range of services        Referral       Reputation      Expertise      Quality of Service

     Competitive Fees         Investment Philosophy         Other:     

Overall confidence in our team

Dissatisfied        Needs Work        Adequate        Good        Excellent

Looking Ahead  

Please only complete this section if you have provided your name

Are you interested in receiving Brad's weekly column via email?

 Yes        No        I already do

Is there an important life event (wedding, inheritance, new baby, etc.) that we have not addressed?

Yes        No          Notes      

Are you interested in a full review of your investment strategies?

Yes        No

Are you interested in an updated retirement income projection?

Yes        No

Are you interested in a full insurance needs analysis? If you have had insurance for a while, would you like to make sure it is for the right product, the right amount and for the right price?

Yes        No

Are you interested in learning about a new and flexible mortgage product? (P.S. In the right situation it could potentially take years off of your mortgage and save you thousands of dollars in interest payments)

Yes        No

Thank you for completing our survey!