Kevin Cochrane - Financial Advisor, Assante Wealth Management, Halifax, N.S.

Please take a moment and tell us how we're doing.
(Average completion time is 4 minutes.)

I greatly appreciate your opinions, and find your feedback very useful in our ongoing effort to provide you with excellent service. All submissions are anonymous, unless you choose to enter your contact information.

 Kevin Cochrane CFP - Financial Advisor, Assante Wealth Management, Halifax, NS
1. Performance of your investments. . . . . .A . . . .B . . . .C . . . .D . . . .F
2. Comfort with your level of risk. . . . . .A . . . .B . . . .C . . . .D . . . .F
3. Confidence that you have a coherent long-term investment strategy. . . . . .A . . . .B . . . .C . . . .D . . . .F
4. Frequency of statements and written communications. . . . . .A . . . .B . . . .C . . . .D . . . .F
5. Quality of statements and written communications. . . . . .A . . . .B . . . .C . . . .D . . . .F
6. Frequency of telephone contact from myself or my office. . . . . .A . . . .B . . . .C . . . .D . . . .F
7. Investment options and recommendations clearly explained to you. . . . . .A . . . .B . . . .C . . . .D . . . .F
8. Ability to reach someone when you call. . . . . .A . . . .B . . . .C . . . .D . . . .F
9. We react quickly when you make a request. . . . . .A . . . .B . . . .C . . . .D . . . .F
10. Your questions are answered clearly. . . . . .A . . . .B . . . .C . . . .D . . . .F
11. Your account is handled without problems or mistakes. . . . . .A . . . .B . . . .C . . . .D . . . .F
12. Our website is informative and enjoyable. . . . . .A . . . .B . . . .C . . . .D . . . .F
13. Our website is easy to understand and navigate. . . . . .A . . . .B . . . .C . . . .D . . . .F
14. Our online newsletter is a useful resource. . . . . .A . . . .B . . . .C . . . .D . . . .F
15. The one thing we could improve in our service is:
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16. The one thing we could improve on our website is:
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17. You would like to refer us to:
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18. Your name & phone:
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19. Additional comments and/or suggestions?
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