Thank you for taking the time to complete this survey. Your feedback will help us improve the experience we provide.

This survey is designed for current clients of Sims Investment Management but we welcome any feedback you may have regarding the service we offer.

Overall, how satisfied are you with your experience working with Sims Investment Management (SIM)? 23ajk *

If a friend asked what it’s like to work with SIM and what you value most about the relationship, what would you tell them? *

Would you be comfortable with us using this feedback in our marketing materials? *

Yes, you may use it with my abbreviated name

No, please do not use it publicly

How would you rate the overall value you receive from our services? *

Excellent value

Good value

Fair value

Poor value

Please indicate how much you agree with the following statement:

SIM is proactive in reaching out when important planning needs or decisions arise. *

What's one thing we could do to improve your experience with SIM or better support you and your family?

Have you referred anyone to us in the last 12 months? *

Yes

How do you prefer to meet? *

I prefer in-person meetings

I prefer virtual meetings (e.g., Zoom)

I prefer telephone meetings

I prefer a mix of in-person and virtual meetings

No preference

How often would you like to receive educational insights or updates from SIM? *

Thank you so much for your time and your thoughtful responses.

To show our appreciation, we are donating $5 to Freestore Foodbank for every survey completed.

If you'd like to share your contact information with us for follow-up in the future, please provide below. However, this is not required. Thanks again!

First Name

Last Name

Email *

Thank you for taking the time to complete this survey. Your feedback will help us improve the experience we provide.

To what extent do you agree or disagree with the statements below?

Please indicate how much you agree with the following statement:

Educational information can be delivered in many ways. How would you rate the value of each of the following as a way to share information on educational topics with you?

Thank you so much for your time and your thoughtful responses.

To show our appreciation, we are donating $5 to Freestore Foodbank for every survey completed.