Investor satisfaction with leading Canadian investment firms 2023

Investor satisfaction with full-service investment firms in Canada in 2023

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Source

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Release date

May 2023

Region

Canada

Survey time period

October 2022 to January 2023

Number of respondents

4,803 respondents

Special properties

The study is based on responses from 4,803 investors who work directly with financial advisor(s)

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 source does not specify the type of survey used.

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