Skip to main content

Future Values: estate and financial advisors Calgary

Future Values: estate and financial advisors Calgary

  • Home
  • Why Us 
    • About Us
    • Philosophy
    • Planning and Process
  • Our Services 
    • Comprehensive Financial Planning
    • Individual Risk Management
    • Business & Professionals planning
  • Our Team
  • Connect With Us 
    • Client Testimonials
    • Blog/Articles
    • Financial Assessment Tools
    • The Value of Advice
    • In the Media
  • Contact

    You are here

  1. Home
  2. Blogs
  3. Client Survey Results - Summer 2016

Client Survey Results - Summer 2016

Submitted by Future Values on September 12th, 2016

In June 2016, we invited our clients to complete a survey about their experience working with our team at Future Values Estate & Financial Planning. 

I’m pleased to share the results with you. When asked,

  • "How likely is it that you would recommend your advisor to a friend or colleague?"
    • 96% of clients replied Likely (18%) or Very Likely (78%).
  • "Please rate your overall level of satisfaction with your financial advisor." 
    • 98% replied Somewhat Satisfied (17%) or Very Satisfied (81%).
  • "How would you describe the value that you receive from your primary advisor, relative to the fees paid?"
    • 88% replied High Value (39%) or Very High Value (49%) with Neutral (12%) being the lowest score.
  • "How comfortable would you be referring your financial advisor to a friend, family member or colleague?"
    • 98% replied Somewhat Comfortable (10%) or Very Comfortable (88%).

Observations

  • Our clients would like better ways to measure whether they are ‘on track’ to reach their goals. 
    We’ve begun to address that with new interactive planning software.
  • We appreciate our clients’ high overall level of satisfaction with us, and their willingness to introduce their friends, family members and colleagues to us.
  • We clarified the type of clients with whom we work best:

Our firm works with successful entrepreneurs, business owners and professionals to align purpose with their finances.

We help our clients consider the profound questions, ‘Will I be OK?’ and ‘How can I look after my family?', and move beyond that to help them connect their money to what’s meaningful to them.

Our comprehensive financial planning process guides clients through values-based decision-making, responsible investing and prudent risk management. Working together, we develop an organized approach to financial independence, income sustainability, family legacy and social impact.

The survey was being conducted by AbsoluteEngagement.com, with completely anonymous client input.

We are thankful for the opportunity to work together with our clients, for their support, and for our relationships with them.

Sterling Rempel, CFP CLU TEP
Sharon Selvig-Cooper, CFP
Jon Berezowski

Future Values Estate & Financial Planning
Aligning purpose with your finances 

Book a Meeting

Archived Blog

  • February 2018 (2)
  • January 2018 (1)
  • November 2017 (2)
  • July 2017 (1)
  • May 2017 (1)
  • March 2017 (3)
  • February 2017 (4)
  • January 2017 (3)
  • September 2016 (1)
  • July 2016 (2)
  • May 2016 (1)
  • April 2016 (1)
  •  
  • 1 of 2
  • ››

Recent Blog Posts

  • Video: What’s Your Risk Management Plan?
  • Video: Don't Like Where You Are Financially? Change Your Behavior
  • Annual Market Update For the year ended of December 31st, 2017

Categories

  • education (1)
  • financial acronyms (1)
  • financial education (1)
  • financial planning (2)
  • high school (1)
  • Investment education (1)
  • investment education, compound interest, mutual funds, investing, financial planning (2)
  • Investment risk tolerance; retirement planning; mutual funds (2)
  • Investment statement, Quadrus, mutual funds, Investment education (2)
  • life insurance (1)
  • Mortgage insurance (1)
  • retirement savings (1)
  • savings (1)
  • teaching children about money (1)
  • youth (1)

Download our Free Whitepaper

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 403.229.2123
Fax: 1.866.509.6017
Toll Free: 1.877.229.2123

Email: info@futurevalues.com

Suite 201, The Heath Block
615 – 15 Avenue SW
Calgary, AB T2R 0R4

Book a Meeting

Download our Free Whitepaper

Quick Message

At Future Values Estate & Financial Planning we work as your personal financial advisors & planners, offering you a wide range of services that are designed to help our clients from Calgary as well as the surrounding communities: British Columbia, Alberta, Saskatchewan and Manitoba. Our services include retirement planning, insurance planning, risk management, financial planning and estate planning.

*The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

The information on this website is intended for residents of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario only.

  • Contact
  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2023 Future Values. All rights reserved.

Website Design For Financial Services Professionals