Client insights

Hockley Consulting Report

In 2016, The Latremoille Group contracted the services of Hockley Consulting to conduct an independent customer satisfaction program to gain insight into what clients value about working with the Latremoille Group and areas of improvement. Highlights from the Hockley Consulting Customer Insights Programme include:

  1. The overall level of client satisfaction is extremely high based on two very clear measures of client satisfaction:
      Clients strongly identified Latremoille Group as their top advisor.
      Clients will recommend the Latremoille Group 9.73 out of 10 times.
  2. Three service dimensions stood out as the most critical to clients when working with the Latremoille Group: trust, fully understanding goals, meeting performance expectations.
  3. The Latremoille Group is viewed as exceptionally well-coordinated, responsive and knowledgeable.
  4. Clients described the top three brand strengths as team concept, holistic approach and proactive planning.
  5. The Latremoille Group client interaction approach is considered exceptional at quickly building trust and maintaining a high level of trust over time.

145 King Street West, Suite 500
Toronto, ON M5H 1J8
Toll Free: 866.205.3548
Office: 416.969.3026
Fax: 416.969.3031
Team.LatremoilleBegg@RichardsonGMP.com


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"When life events happen, what happens to your wealth?"

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Offering insights to the many aspects of wealth management.

 


 


 


 

Certified for fiduciary excellence

Richardson GMP was the first investment advisory firm in Canada to earn the Centre for Fiduciary Excellence (CEFEX) certification for our Separately Managed and Portfolio Management Account Platforms. This certification is proof that we do what we promise: place our clients’ interest ahead of all else. In this, we are leading the way for the industry.

We are pleased to announce that Richardson GMP has once again earned its CEFEX certification. Our certification details can be found by visiting www.cefex.org