Altamira Investment Services Ltd. has won DALBAR’s 2002 Mutual Fund Service Award for service to English-speaking clients. Altamira also received the Award in 2001.

“Altamira’s top-down commitment to customer service combined with the courtesy and knowledge of its investment representatives remain a cut above in a very competitive industry,” says DALBAR. Other companies ranking in the top quartile were AIC Limited, BMO Mutual Funds, and Royal Mutual Funds.

DALBAR, Inc. is a financial services research firm with offices in Toronto and Boston, specializing in measuring the performance of institutions and financial professionals in areas such as client satisfaction, service quality, and communications effectiveness.

DALBAR’s Award is based on evaluations made over a calendar year in four main categories: service quality delivered by live telephone representatives, effectiveness of mail and e-mail communication, ease of access to live representatives, and mail delivery times. By playing the role of the investor, DALBAR actively experiences the service that the average Canadian mutual fund investor would receive.

Altamira was also tops among companies regarding service to French-speaking clients, says DALBAR, followed by BMO Mutual Funds, Royal Mutual Funds, and Franklin Templeton Investments.




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