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Source
Source
Release date
May 2022
More information
Region
Canada
Survey time period
November 2021 to January 2022
Number of respondents
4,534 respondents
Special properties
Investors
Supplementary notes
The rating is based on a 1,000-point scale.
Investor satisfaction was measured in the following segments (in order of importance): trust; people; products and services; value for fees; ability to manage wealth how and when I want; problem resolution;
and digital channels.
The survey group is based on investors who make some or all of their investment decisions with a financial advisor or a team of financial advisors.
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