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
The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it...
Canada's banks were told to stop calling their internal complaint office an ombudsman — they changed the sign but kept the office
Investors are looking to exit from funds in droves during "a period of heightened negative sentiment"