Edward Jones Canada has been named the Highest in Investor Satisfaction with Full-Service Wealth Management Firms in the J.D.Power 2023 Canada Full-Service Investor Satisfaction study.
“We hold this award in high regard,” says Jeff Barnes, a financial advisor with Edward Jones in Muskoka. ” We are both humbled and pleased to win again. This is a testament to the confidence and trust our clients place in firm and our branch. It reinforces that we were built for times like this, and our long-term investment strategy and personalized approach resonates with clients even in tough market times.”
This is the ninth time in the last 11 years that the firm has secured this leading position.
“We’re incredibly proud and excited to have placed No. 1 in the annual J.D. Power Canada Full-Service Investor Satisfaction Study,” says David Gunn, President of Edward Jones Canada. “It is a testament to our ongoing commitment to making a positive impact on the lives of our clients, and these results show we’re on the right course to help them achieve their financial goals.”
This year’s study measured overall investor satisfaction across 14 full-service investment firms. Edward Jones earned an overall satisfaction rating of 699 in comparison to the industry average of 652. The overall ranking was determined based on seven factors including “product and service offerings met my needs” and “digital channels”, in which Edward Jones has seen year over year increases in scores.
Among various factors, the firm’s commitment to comprehensive wealth strategies is believed to be a contributing driver to this success. This involves conducting deep discovery and rediscovery with each client, based on what’s most important to them, to identify multiple goals throughout a client’s life, so that they can plan and prioritize effectively as their lives evolve.
Don’t miss out on Doppler!
Sign up here to receive our email digest with links to our most recent stories.
Local news in your inbox three times per week!
Click here to support local news
Join the discussion: