IE Staff
Research by:
Joy Blenman, Kelsey Rolfe and Anne-Marie Vettorel
Research editors:
Pablo Fuchs and Fiona Collie
Insurance Advisors’ Report Card 2015 main chart
Research by:
Joy Blenman, Kelsey Rolfe and Anne-Marie Vettorel
Research editors:
Pablo Fuchs and Fiona Collie
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
The bank’s retail planners touted its human-centric culture but said tech could be improved
Aging client base, different registered accounts are changing how advisors see RRSP season
Fees, ease of access are key considerations for investors when selecting an ETF
$10M capital gains exemption for sellers set to expire at end of this year
Economists had expected a 0.4% increase