Colleen O'Connell-Campbell - ScotiaMcLeod Ottawa

Client Survey

A (Client) is the only critic whose opinion counts
Mark Twain

One of the fundamental reasons for choosing a financial advisor today is the comfort of knowing they will look after your needs on an individual basis. One of my primary objectives over the coming year is to ensure that I am fully meeting your needs and to identify any areas where I can enhance the services I provide to you.

Please take a moment to complete the attached a survey. (Word/pdf) I know your time is valuable but it will just take a few moments to complete.Please be candid (you may remain anonymous).

Once complete, it can be returned via mail or email. I can assure you that my team will diligently review your feedback. Your responses will be a guide for me in looking after your needs.

Thank you in advance for your assistance. Please call if you have any questions.Colleen O’Connell-Campbell, CFP, CIM, CDFA Wealth Advisor

“The highest compliment my clients can give me is a referral of their family, friends and business associates. Thank you for your trust.”