Company News

Client Survey Results

In September 2021, we sent out a survey requesting your feedback. Thank you for taking the time to complete our survey. We truly value the feedback you have provided, and the information will help us tailor our services to better meet your needs.


We would like to share some of the insights from the survey:

  • 96% of our clients highly rated their overall client experience satisfaction…with over 75% rating us 5 of 5! 
  • 88% of our clients were likely or very likely to refer us…with over 79% very likely! 
  • 93% of our clients are highly satisfied with the quality of review meetings…with over 69% strongly feeling this way! 
  • 94% of our clients are highly satisfied with our administrative support…with over 76% rating our admin staff 5 of 5!


  • Experience: We are proud to share that based on the survey results, clients have rated our team very highly on the overall client experience, especially the quality of meetings and administrative support. We will continue to maintain our quality of service and find more ways to provide additional value to you as our clients.
  • Portfolio review meetings: Our team would like to work with you to understand and help you achieve your financial goals in each life stage. We strive to have a holistic approach on investing, and will continue to assist you every step of the way.
  • Preference of communication: We heard that most of our clients prefer meetings by phone or in person. We understand that clients have different preferences and we’ll work with you to create a communications plan that works for you and your family.
  • Additional Services: Some additional insights from the survey were around learning about additional services like tax planning, personal investment strategies, retirement planning, intergenerational wealth transfers/estate planning. If you’re interested in these topics, please let us know and we can book a meeting to discuss it with you further.
  • Education: We would like to encourage all our clients to visit our website, as we will be regularly posting about a variety of topics that you may find interesting.

Once again, we are grateful that you took time to complete our survey. If you know someone who could benefit from our services, please feel free to refer them to us. We would love to help them achieve their financial goals.