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Altamira's service to French-speaking clients continues to shine |
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Wednesday, 05 January 2005 |
Dalbar has recognized Altamira Investment Services as the winner of its 2004 Mutual Fund Service Award, given to the mutual fund company providing the highest quality of service to French-speaking investors, the company announced today.
Altamira has won the Award every year since 1999, the year in which it was established.
“Altamira continues to show that it takes great pride in how well it serves and advises its customers,” said Mark McDonald, Client Relationship Manager at Dalbar. “The company has been a service leader for the better part of a decade.”
Other companies that finished in the industry’s upper echelon were Franklin Templeton Investments, AIM Trimark Investments, BMO Mutual Funds, RBC Asset Management, Scotia Securities, and National Bank Securities.
Firms in the industry’s lower half were Talvest Fund Management, Fiducie Desjardins, Fidelity Investments, CIBC Securities, Mackenzie Financial Corporation, TD Asset Management, and AGF Group of Funds.
The Award is based on evaluations made over a calendar year in two main categories: quality of telephone service representatives, and the length of telephone wait times. By playing the role of the unitholder, Dalbar actively experiences the service that the average Canadian mutual fund investor would receive from each company.
Evaluations contributing to Dalbar's 2005 rankings will begin in January, and periodic rankings will be available from the company throughout the year.
Dalbar, Inc. is a leading financial services research firm with offices in Toronto and Boston, specializing in measuring the performance of institutions and financial professionals in areas such as service quality, customer satisfaction, and communications effectiveness.
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