Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Manulife Securities Inc., Halifax, Nova Scotia, NS, Canada
Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Manulife Securities Inc., Halifax, Nova Scotia, NS, Canada

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Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Manulife Securities Inc., Halifax, Nova Scotia, NS, Canada
1. Performance of your investments. . . . . .A . . . .B . . . .C . . . .D . . . .F
2. Comfort with your level of risk. . . . . .A . . . .B . . . .C . . . .D . . . .F
3. Confidence that you have a coherent long-term investment strategy. . . . . .A . . . .B . . . .C . . . .D . . . .F
4. Frequency of statements and written communications. . . . . .A . . . .B . . . .C . . . .D . . . .F
5. Quality of statements and written communications. . . . . .A . . . .B . . . .C . . . .D . . . .F
6. Frequency of telephone contact from myself or my office. . . . . .A . . . .B . . . .C . . . .D . . . .F
7. Investment options and recommendations clearly explained to you. . . . . .A . . . .B . . . .C . . . .D . . . .F
8. Ability to reach someone when you call. . . . . .A . . . .B . . . .C . . . .D . . . .F
9. We react quickly when you make a request. . . . . .A . . . .B . . . .C . . . .D . . . .F
10. Your questions are answered clearly. . . . . .A . . . .B . . . .C . . . .D . . . .F
11. Your account is handled without problems or mistakes. . . . . .A . . . .B . . . .C . . . .D . . . .F
12. Our website is informative and enjoyable. . . . . .A . . . .B . . . .C . . . .D . . . .F
13. Our website is easy to understand and navigate. . . . . .A . . . .B . . . .C . . . .D . . . .F
14. Our online newsletter is a useful resource. . . . . .A . . . .B . . . .C . . . .D . . . .F
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Copyright Robert Sidney CFP - Financial Advisor, Certified Financial Planner, Branch Manager, Manulife Securities Inc., Halifax, Nova Scotia, NS, Canada

 

Robert Sidney CFP is a Financial Advisor and Certified Financial Planner serving HRM - Halifax / Dartmouth, NS, & Bedford / Sackville Nova Scotia.
*The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

*Robert Sidney and Manulife Securities Investment Services Incand Manulife Securities Insurance Inc. (“Manulife Securities”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Robert Sidney or Manulife Securities. The information in this communication is subject to change without notice.

*Manulife Securities Incorporated and Manulife Securities Insurance Inc. are committed to protecting your privacy and the confidentiality of your personal information. A copy of our privacy policy is available upon request. If you have any questions about this policy, please call us at 1-800-991-2121.