Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Average ratings from advisors in each industry channel
How advisors across the financial industry rated their channels, based on average firm results
Methodology for the 2023 Report Card series research
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve
FHSA holders may trigger tax when they overcontribute or hold non-qualified investments
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
Toronto police bust alleged synthetic identity ring
Fund manager has no assets or insurance, lawyer says