BMO Financial Solutions Client Survey 2011

We would appreciate if you could take a few minutes to complete this survey to ensure that we deliver the best possible service and advice. Please select your level of satisfaction against each aspect of your experience with us. Please add any comments below each section.

	1	2	3	4	5
Your adviser understands your personal financial situation	Your adviser understands your personal financial situation 1	Your adviser understands your personal financial situation 2	Your adviser understands your personal financial situation 3	Your adviser understands your personal financial situation 4	Your adviser understands your personal financial situation 5
The strategies recommended are relevant to your situation	The strategies recommended are relevant to your situation 1	The strategies recommended are relevant to your situation 2	The strategies recommended are relevant to your situation 3	The strategies recommended are relevant to your situation 4	The strategies recommended are relevant to your situation 5
The strategies recommended were explained using simple, understandable language	The strategies recommended were explained using simple, understandable language 1	The strategies recommended were explained using simple, understandable language 2	The strategies recommended were explained using simple, understandable language 3	The strategies recommended were explained using simple, understandable language 4	The strategies recommended were explained using simple, understandable language 5
Your adviser keeps you informed of and involved with any strategy changes	Your adviser keeps you informed of and involved with any strategy changes 1	Your adviser keeps you informed of and involved with any strategy changes 2	Your adviser keeps you informed of and involved with any strategy changes 3	Your adviser keeps you informed of and involved with any strategy changes 4	Your adviser keeps you informed of and involved with any strategy changes 5
Your adviser addresses all of your financial and lifestyle needs	Your adviser addresses all of your financial and lifestyle needs 1	Your adviser addresses all of your financial and lifestyle needs 2	Your adviser addresses all of your financial and lifestyle needs 3	Your adviser addresses all of your financial and lifestyle needs 4	Your adviser addresses all of your financial and lifestyle needs 5
Your adviser demonstrates specialist knowledge and expertise	Your adviser demonstrates specialist knowledge and expertise 1	Your adviser demonstrates specialist knowledge and expertise 2	Your adviser demonstrates specialist knowledge and expertise 3	Your adviser demonstrates specialist knowledge and expertise 4	Your adviser demonstrates specialist knowledge and expertise 5
Cost of our advice and services	Cost of our advice and services 1	Cost of our advice and services 2	Cost of our advice and services 3	Cost of our advice and services 4	Cost of our advice and services 5

Your adviser understands your personal financial situation

Your adviser understands your personal financial situation 1

Your adviser understands your personal financial situation 2

Your adviser understands your personal financial situation 3

Your adviser understands your personal financial situation 4

Your adviser understands your personal financial situation 5

The strategies recommended are relevant to your situation

The strategies recommended are relevant to your situation 1

The strategies recommended are relevant to your situation 2

The strategies recommended are relevant to your situation 3

The strategies recommended are relevant to your situation 4

The strategies recommended are relevant to your situation 5

The strategies recommended were explained using simple, understandable language

The strategies recommended were explained using simple, understandable language 1

The strategies recommended were explained using simple, understandable language 2

The strategies recommended were explained using simple, understandable language 3

The strategies recommended were explained using simple, understandable language 4

The strategies recommended were explained using simple, understandable language 5

Your adviser keeps you informed of and involved with any strategy changes

Your adviser keeps you informed of and involved with any strategy changes 1

Your adviser keeps you informed of and involved with any strategy changes 2

Your adviser keeps you informed of and involved with any strategy changes 3

Your adviser keeps you informed of and involved with any strategy changes 4

Your adviser keeps you informed of and involved with any strategy changes 5

Your adviser addresses all of your financial and lifestyle needs

Your adviser addresses all of your financial and lifestyle needs 1

Your adviser addresses all of your financial and lifestyle needs 2

Your adviser addresses all of your financial and lifestyle needs 3

Your adviser addresses all of your financial and lifestyle needs 4

Your adviser addresses all of your financial and lifestyle needs 5

Your adviser demonstrates specialist knowledge and expertise

Your adviser demonstrates specialist knowledge and expertise 1

Your adviser demonstrates specialist knowledge and expertise 2

Your adviser demonstrates specialist knowledge and expertise 3

Your adviser demonstrates specialist knowledge and expertise 4

Your adviser demonstrates specialist knowledge and expertise 5

Cost of our advice and services

Cost of our advice and services 1

Cost of our advice and services 2

Cost of our advice and services 3

Cost of our advice and services 4

Cost of our advice and services 5

	1	2	3	4	5
Timeliness	Timeliness 1	Timeliness 2	Timeliness 3	Timeliness 4	Timeliness 5
Frequency of contact	Frequency of contact 1	Frequency of contact 2	Frequency of contact 3	Frequency of contact 4	Frequency of contact 5
Responsiveness following meetings/queries	Responsiveness following meetings/queries 1	Responsiveness following meetings/queries 2	Responsiveness following meetings/queries 3	Responsiveness following meetings/queries 4	Responsiveness following meetings/queries 5
The quality of general communication and updates	The quality of general communication and updates 1	The quality of general communication and updates 2	The quality of general communication and updates 3	The quality of general communication and updates 4	The quality of general communication and updates 5

Timeliness

Timeliness 1

Timeliness 2

Timeliness 3

Timeliness 4

Timeliness 5

Frequency of contact

Frequency of contact 1

Frequency of contact 2

Frequency of contact 3

Frequency of contact 4

Frequency of contact 5

Responsiveness following meetings/queries

Responsiveness following meetings/queries 1

Responsiveness following meetings/queries 2

Responsiveness following meetings/queries 3

Responsiveness following meetings/queries 4

Responsiveness following meetings/queries 5

The quality of general communication and updates

The quality of general communication and updates 1

The quality of general communication and updates 2

The quality of general communication and updates 3

The quality of general communication and updates 4

The quality of general communication and updates 5

	1	2	3	4	5
Your personal relationship with your adviser	Your personal relationship with your adviser 1	Your personal relationship with your adviser 2	Your personal relationship with your adviser 3	Your personal relationship with your adviser 4	Your personal relationship with your adviser 5
Your personal relationship with the BMO Financial Solutions team	Your personal relationship with the BMO Financial Solutions team 1	Your personal relationship with the BMO Financial Solutions team 2	Your personal relationship with the BMO Financial Solutions team 3	Your personal relationship with the BMO Financial Solutions team 4	Your personal relationship with the BMO Financial Solutions team 5
Your adviser makes you feel secure in the financial decisions you make	Your adviser makes you feel secure in the financial decisions you make 1	Your adviser makes you feel secure in the financial decisions you make 2	Your adviser makes you feel secure in the financial decisions you make 3	Your adviser makes you feel secure in the financial decisions you make 4	Your adviser makes you feel secure in the financial decisions you make 5
Is considerate	Is considerate 1	Is considerate 2	Is considerate 3	Is considerate 4	Is considerate 5
Is trustworthy	Is trustworthy 1	Is trustworthy 2	Is trustworthy 3	Is trustworthy 4	Is trustworthy 5
Is attentive	Is attentive 1	Is attentive 2	Is attentive 3	Is attentive 4	Is attentive 5

Your personal relationship with your adviser

Your personal relationship with your adviser 1

Your personal relationship with your adviser 2

Your personal relationship with your adviser 3

Your personal relationship with your adviser 4

Your personal relationship with your adviser 5

Your personal relationship with the BMO Financial Solutions team

Your personal relationship with the BMO Financial Solutions team 1

Your personal relationship with the BMO Financial Solutions team 2

Your personal relationship with the BMO Financial Solutions team 3

Your personal relationship with the BMO Financial Solutions team 4

Your personal relationship with the BMO Financial Solutions team 5

Your adviser makes you feel secure in the financial decisions you make

Your adviser makes you feel secure in the financial decisions you make 1

Your adviser makes you feel secure in the financial decisions you make 2

Your adviser makes you feel secure in the financial decisions you make 3

Your adviser makes you feel secure in the financial decisions you make 4

Your adviser makes you feel secure in the financial decisions you make 5

Is considerate

Is considerate 1

Is considerate 2

Is considerate 3

Is considerate 4

Is considerate 5

Is trustworthy

Is trustworthy 1

Is trustworthy 2

Is trustworthy 3

Is trustworthy 4

Is trustworthy 5

Is attentive

Is attentive 1

Is attentive 2

Is attentive 3

Is attentive 4

Is attentive 5

	1	2	3	4	5
Business operations	Business operations 1	Business operations 2	Business operations 3	Business operations 4	Business operations 5
Premises and furnishings	Premises and furnishings 1	Premises and furnishings 2	Premises and furnishings 3	Premises and furnishings 4	Premises and furnishings 5
Image	Image 1	Image 2	Image 3	Image 4	Image 5
Location	Location 1	Location 2	Location 3	Location 4	Location 5

Business operations

Business operations 1

Business operations 2

Business operations 3

Business operations 4

Business operations 5

Premises and furnishings

Premises and furnishings 1

Premises and furnishings 2

Premises and furnishings 3

Premises and furnishings 4

Premises and furnishings 5

Image

Image 1

Image 2

Image 3

Image 4

Image 5

Location

Location 1

Location 2

Location 3

Location 4

Location 5

BMO Financial Solutions Client Survey 2011

1. Client Survey 2014

Question Title

* 1. Please rate the following aspects of your experience with us.

Question Title

* 2. SERVICE

Please indicate your level of satisfaction with our services; 5 being extremely satisfied and 1 being extremely dissatisfied.

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* 3. RELATIONSHIP

Please indicate your level of satisfaction with your adviser and the broader BMO Financial Solutions team; 5 being extremely satisfied and 1 being extremely dissatisfied.

Question Title

* 4. PROFESSIONALISM

Please indicate your level of satisfaction with our professionalism; 5 being extremely satisfied and 1 being extremely dissatisfied.

Question Title

* 5. The following questions will help us understand what you value most and how we can continue to improve our service to you.

If you were at a BBQ and a friend asks you about our practice, how would you describe our service, values and what we do?

Question Title

* 6. What do you value most from our practice?

Question Title

* 7. What would you like to see from our practice over the next twelve months?

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* 8. As we move towards more paperless systems, we find your email address very valuable for notifications, updates and newsletters. As such, would you please provide your preferred email address.

Question Title

* 1. Please rate the following aspects of your experience with us.

Question Title

* 2. SERVICEPlease indicate your level of satisfaction with our services; 5 being extremely satisfied and 1 being extremely dissatisfied.

Question Title

* 3. RELATIONSHIPPlease indicate your level of satisfaction with your adviser and the broader BMO Financial Solutions team; 5 being extremely satisfied and 1 being extremely dissatisfied.

Question Title

* 4. PROFESSIONALISMPlease indicate your level of satisfaction with our professionalism; 5 being extremely satisfied and 1 being extremely dissatisfied.

Question Title

* 5. The following questions will help us understand what you value most and how we can continue to improve our service to you.If you were at a BBQ and a friend asks you about our practice, how would you describe our service, values and what we do?

Question Title

* 6. What do you value most from our practice?

Question Title

* 7. What would you like to see from our practice over the next twelve months?

Question Title

* 8. As we move towards more paperless systems, we find your email address very valuable for notifications, updates and newsletters. As such, would you please provide your preferred email address.

* 2. SERVICE

Please indicate your level of satisfaction with our services; 5 being extremely satisfied and 1 being extremely dissatisfied.

* 3. RELATIONSHIP

Please indicate your level of satisfaction with your adviser and the broader BMO Financial Solutions team; 5 being extremely satisfied and 1 being extremely dissatisfied.

* 4. PROFESSIONALISM

Please indicate your level of satisfaction with our professionalism; 5 being extremely satisfied and 1 being extremely dissatisfied.

* 5. The following questions will help us understand what you value most and how we can continue to improve our service to you.

If you were at a BBQ and a friend asks you about our practice, how would you describe our service, values and what we do?