Research by
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano.
Research editors
Pablo Fuchs and Olivia Li.

Research by
Brent Jolly, Shivan Micoo, Johnna Ruocco and Gian Verano.
Research editors
Pablo Fuchs and Olivia Li.

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
SRO launches review of policy framework for the provision of advice
If firms’ processes work for ETFs but not for proprietary, illiquid or complex products, then the reforms have failed
Agency encourages taxpayers to add the extra layer of security ahead of tax-filing season
This is the highest monthly foreign investment in Canadian securities since March 2022