David Gorveatte CFP CSA - Financial Planner, Investment Advisor, Insurance Advisor - Manulife Securities Investment Services Inc., Fredericton, NB, New Brunswick


1.	Performance of your investments.	. . . . . . . . . . . . . . . . . . . . .
2.	Comfort with your level of risk.	. . . . . . . . . . . . . . . . . . . . .
3.	Confidence that you have a coherent long-term investment strategy.	. . . . . . . . . . . . . . . . . . . . .
4.	Frequency of statements and written communications.	. . . . . . . . . . . . . . . . . . . . .
5.	Quality of statements and written communications.	. . . . . . . . . . . . . . . . . . . . .
6.	Frequency of telephone contact from myself or my office.	. . . . . . . . . . . . . . . . . . . . .
7.	Investment options and recommendations clearly explained to you.	. . . . . . . . . . . . . . . . . . . . .
8.	Ability to reach someone when you call.	. . . . . . . . . . . . . . . . . . . . .
9.	We react quickly when you make a request.	. . . . . . . . . . . . . . . . . . . . .
10.	Your questions are answered clearly.	. . . . . . . . . . . . . . . . . . . . .
11.	Your account is handled without problems or mistakes.	. . . . . . . . . . . . . . . . . . . . .
12.	Our website is informative and enjoyable.	. . . . . . . . . . . . . . . . . . . . .
13.	Our website is easy to understand and navigate.	. . . . . . . . . . . . . . . . . . . . .
14.	Our online newsletter is a useful resource.	. . . . . . . . . . . . . . . . . . . . .
15.	The one thing we could improve in our service is: (unlimited space - text will wrap)
16.	The one thing we could improve on our website is: (unlimited space - text will wrap)
17.	You would like to refer us to: (optional, but greatly appreciated)	Name : Phone:
18.	Your name: (optional, but helpful)	Name : Phone:
19.	Additional comments and/or suggestions? (unlimited space - text will wrap)
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David Gorveatte, CFP is a Financial Advisor and Certified Financial Planner CFP, serving the Fredericton, NB, New Brunswick area.

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*The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where David Gorveatte is not licensed to effect sales.
**David Gorveatte, Manulife Securities Investment Services Inc., and Screenlevel Web Solutions do not make any representation that the information in this or any linked site is accurate, and will not accept any responsibility or liability for any inaccuracies in the information provided therein, such as linked sites. Any opinion of advice expressed in a linked site should not be construed as the opinion or advice of Manulife Securities Investment Services Inc.. The information in this publication is subject to change without notice.