Assante Team
Helping our clients
gain financial confidence
Steve Willems June 24, 2021 Community
Client Survey Results - Assante Willems Wealth Planning

And the Survey Says…

We strive, every day, to ensure our clients are exceptionally well taken care of.  In wealth, in relationship with family, emotionally, spiritually… we exist to help people lead meaningful and impactful lives of influence in their community.

This year’s client satisfaction survey, prepared and administered by an independent third party, Absolute Engagement, shows we are making major steps forward in those endeavours.

What did you tell us in the survey?

  • 90% of our clients strongly or somewhat agreed that they are satisfied with their long-term investment performance and returns
  • 91% of our clients strongly or somewhat agreed that the process of working with our team is ‘easy’
  • 88% of our clients strongly or somewhat agreed that they had a clear plan in place to reach their financial goals
  • 90% of our clients strongly or somewhat agreed that they feel financially secure
  • 90% of our clients strongly or somewhat agreed that we demonstrate leadership by reassuring them during turbulent markets
  • 98% of our clients are very or somewhat satisfied with the overall relationship with our team

We are happy with these results, and at the same time, we know they’re not perfect. That’s why we will continue to focus on constantly getting better.

In pursuit of this, the most important thing we can do is follow up on the specific issues clients may have raised in the survey. Provided you gave your name on the survey, rest assured we will discuss with you, no later than your fall meeting, your feedback and how we are going to take action to fulfill your wishes.

Didn’t complete the Survey?

If you did not get a chance to complete the survey, or didn’t feel comfortable in answering its questions, please know that we are here to listen. Some respondents chose to remain anonymous in the survey, which makes it more difficult for us to respond directly – however, we take all responses seriously. If you have a concern (or praise) to share, please do not hesitate to reach out to us. We will be happy to review the questions from the survey with you in a one-on-one format.

Speaking of Surveys…

Assante ranks Number One in Canada!

In its 2021 survey, J.D. Power has ranked Assante Wealth Management highest in overall investor satisfaction with full-service investment firms, including ranking first in trust.

Click here for the press release, which includes comment from Assante president Sean Etherington, and from Kurt MacAlpine, the CEO of Assante’s parent company, CI Financial Corp.

The Topic of Trust

The greatest compliment we can receive is a referral to someone you care about. Someone who may need assistance with financial planning, or someone who may not be receiving the level of service that you have been receiving here at the Willems Wealth Planning Group.

As it happens, something the survey uncovered is that many of our clients actually don’t know how to refer us. What are they to say, for example? What kinds of clients can we best serve? To whom on our team should the potential new client be directed?

If you’re ever unsure, don’t hesitate to ask.  At the end of the day, we want to care for those most important to you. We’ll always make time available to meet, uncover their issues and obstacles, and ensure they’re left with a list of action steps to help them achieve confidence in a plan.

Summer is here!

It’s may sometimes seem hard to believe, but with COVID cases trending down, vaccinations trending up and pandemic-related restrictions being relaxed, we count it a blessing to experience a great summer ahead. While we are not out of the woods quite yet, at least we can spend some time in them.