J.D. Power just released their 2014 Canadian Full Service Investor Satisfaction Study, and I am pleased to announce that – thanks to the dedication of our advisors – HollisWealth can count itself ‘among the best’ full service investor firms in Canada.
For the second year in a row we placed second among the 14 firms included in the study. However, this year we achieved a score of 790 out of 1000 – a 20-point increase over last year, and just one point behind the top ranked firm. Our five-star rating for being among the three best firms in the study is a testament to our commitment to building a first class independent platform, and will demonstrate to clients and prospects alike that our HollisWealth advisors take client service very seriously.
J.D Power measures investor satisfaction in seven key factors and ranks the results in order of importance. For clients, it seems, the most important part of their advisor/client experience is not investment performance, account offerings or even commissions and fees. It’s the advisor. You are the most important factor in whether or not a client is happy with their experience – and when you consider the kind of year it’s been, it’s amazing you were able to continue to demonstrate such a high level of commitment.
We began by sporting a new name and brand, moved through some demanding but necessary risk management initiatives, and in the last two months, had to adapt to three major regulatory and legislative changes – CRM2, FATCA and CASL. Just one of these would have been difficult enough for anyone to deal with and still manage to deliver quality service. Our 20-point score increase demonstrates that not only did you survive the year that was, you flourished.
I would like to thank all advisors for helping us demonstrate to our peers, clients and future clients what it means to be among the best, most reliable choices for investment advice in Canada.
Sincerely,
Tuula Jalasjaa
Managing Director and Head HollisWealth