IE Staff
Research by:
Joy Blenman, Kevin Philipupillai, Kelsey Rolfe and Anne-Marie Vettorel
Research editors:
Pablo Fuchs and Fiona Collie
Dealers’ Report Card 2015 main chart
Research by:
Joy Blenman, Kevin Philipupillai, 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
Accountant allegedly found assets used to lure investors to schemes
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
Women continue to face systemic issues in Canada's financial planning industry — Tanya Staples has an idea
Mutual fund, ETF AUM rose for the seventh consecutive month