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How are You Coping in this Extremely Difficult Market?

 
Are you satisfied with your advisor's performance?
 
Please take a moment to complete the survey below. Each participant who provides their name and e-mail address will be entered into a drawing for a $50 gift card for FREE GAS! The card can be redeemed at any Petro Canada for free gas, car washes, snacks or car repairs.
 
1. Based on recent events, which best describes your attitude toward the performance of your investment portfolio?
 





:: Please pick the one option that best describes your situation
 
2. How would you describe the quality of communication between you and your investment advisor?
 




:: Please pick the one option that best describes your situation
 
3. How would you describe your financial outlook?
 




:: Please pick the one option that best describes your situation
 
4. My financial advisor took the time to fully understand my financial situation before making investment recommendations for me.
 





:: Please pick the one option that best describes your situation
 
5. I fully understand how my advisor is compensated and the fees related to my investment portfolio.
 





:: Please pick the one option that best describes your situation
 
6. I feel comfortable that my investment strategy is in line with my goals.
 





:: Please pick the one option that best describes your situation
 
7. I am worried about the security of my current employment?
 





:: Please pick the one option that best describes your situation
 
8. I have made modest changes in my lifestyle, but overall my current cash flow has not been affected by the current recession?
 





:: Please pick the one option that best describes your situation
 
Your First Name (required if you wish to be entered in the draw) :: Please enter your first name
 
Your Last Name (required if you wish to be entered in the draw) :: Please enter your last name
 
Your Email (required if you wish to be entered in the draw) :: Please enter your email address
 
Your Email (required if you wish to be entered in the draw) :: Please enter your email address
 
Your Phone Number (optional) :: Please enter your phone number, including area code
 
Additional Comments :: Please add any additional information you feel is important to me, in this area
 
 
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519-888-8327
   Valerie Meyer B.A. ACS
  v.meyer@rogers.com

 

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