Thank-you to everyone that participated in the recent survey. We have read them all and will be touching base with each of your specific responses. However, I did want to highlight the biggest insights and areas for improvement.
‘Frequency of communication’ was the area identified as requiring the most improvement. At our upcoming off-site team conference on November 8th, we will be strategizing on ways to increase communication with you, utilizing mediums that work for you.
‘Comfort with the level of risk your investments are exposed to’ was the other area requiring improvement. Over this past year, we have been using a more structured agenda at our meetings with you for many reasons. Those reasons include respecting your time, covering items of concern, both from your point of view as well as our perspective, and, the agenda allows for room to make notes or questions. With this new insight, we will be adding a discussion point around risk to the agendas going forward. Risk has many definitions and what’s most important is understanding your definition and how we can work to create more comfort around risk and your investments.
The services or areas that you were most interested to learn more about were:
- Tax-minimization strategies
- Planning an efficient and tax-smart estate
- Creating a charitable legacy
Over the next 12 months, we will look for opportunities to address these topics, either through a seminar, workshop, online article or blog, and one-on-one where applicable.
We have drawn the lucky winner of the VISA gift card and they have been notified. Again, we thank-you very much for your participation. We look forward to addressing these areas and improving our scores on the next survey.
Cheers,
The Dool Team of RBC Dominion Securities