We have millions of Clients to thank — Highest in Customer Satisfaction
Tangerine has earned the highest ranking in Customer Satisfaction among Midsize Retail Banks, for the eleventh consecutive year. The J D Power 2022 Canada Retail Banking Satisfaction Studyfootnote asterisk ranked Tangerine top for overall customer satisfaction in the Midsize Bank Segment, plus #1 in the following standout categories: Account Offerings Meeting Needs, Convenience and Saving Time and Money.
Tangerine is #1
Tangerine ranked Highest in Customer Satisfaction with Credit Card Companiesfootnote double asterisk, 3 years in a row. We specifically scored highest in the following study factors: Rewards, Communication and Credit Card Terms.
Proud winner of a FundGrade A+® Award†† footnote dagger
Tangerine Investments has scored with a Fundata FundGrade A+® Award for the Balanced Growth Portfolio’s performance in 2022.†† footnote dagger The FundGrade A+® Awards are annual awards given to Canadian investment funds that have been consistent FundGrade A-Grade performers, with only around 6 per cent of investment fund products available in Canada receiving the highly sought-after FundGrade A+® rating.
The Ipsos® Financial Service Excellence Awards
The Ipsos 2020 Financial Service Excellence Awardsfootnote triple asterisk is an annual program that recognizes Canadian financial institutions for excellence in customer experience. Results are based on ongoing quarterly Customer Service Index C S I survey results in 11 different categories. Tangerine was proud to receive three awards in the 2020 Financial Service Excellence Awards among all financial institutions, including awards in the following categories:
Recommend to Friends or Family (sole winner)
Value for Money
Mobile Banking Excellence
Tangerine named one of Greater Toronto's Top Employers for 2019
Tangerine was named one of Greater Toronto’s Top Employers for the third year in a row. The annual ranking identifies the best companies to work for in the Greater Toronto Area by assessing an organization’s overall work environment and other factors, including total compensation and rewards, skills development, employee recognition and community involvement.
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footnote dagger †† About the Fundata FundGrade A+® Awards
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Award-winning Portfolio for 2022 is:
|Fund Name||CIFSC Category||Fund Count||FundGrade Start Date*||FundGrade Calc Date|
|Tangerine Balanced Growth Portfolio||Global Equity Balanced||735||1/31/2013||12/31/2022|
*The end date for the FundGrade calculation is December 31, 2022.
Performance for the Tangerine Balanced Growth Portfolio for the period ended December 31, 2022 is as follows: 10.22% (1 year), 3.82% (3 years), 4.76% (5 years), 7.60% (10 years), and 5.33% since inception (January 2008).
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.