We're always interested in hearing from you. Please take a moment to fill in our online feedback form and tell us how we're doing.


Excellent / Good / Satisfactory / Needs Work / Dissatisfied

Performance of your investments.
Comfort with your level of risk.
Confidence that you have a coherent long-term investment strategy.
Frequency of statements and written communications.
Quality of statements and written communications.
Frequency of telephone contact from myself or my office.
Frequency of our meetings.
Investment options and recommendations clearly explained to you.
Quality of investment advice/recommendations.
We act in your best interest.
Our understanding of your objectives, personal needs and situation.
Your ability to reach someone when you call.
We react quickly when you make a request.
Your questions are answered clearly.
Your account is handled without problems or mistakes.
Ability to resolve problems.
Our website is informative and enjoyable.
Our website is easy to understand and navigate.
Our regular newsletters are a useful resource.
Our services overall.
The one thing we could improve in our service is:
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The one thing we could improve on our website is:
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Testimonial – We'd appreciate any testimonials you can provide:
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You would like to refer us to:
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Additional comments and/or suggestions?
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