For the past three decades, Investment Executive has been producing research reports that unveil the opportunities, challenges and priorities for advisors working in Canada’s financial advice industry. This market research — based on anonymous calls with advisors across dozens of wealth firms and exclusively published by IE and sister brand Finance et Investissement — has directly measured advisor satisfaction and industry progress since 1993.
Now, for the 2024 Report Card data, you can access the complete research results in one package. This freshly designed ebook contains a note from the editor, exclusive content and data, and all methodology outlines. This one-stop guide provides a big picture view of today’s financial advice industry, focusing on what advisors and firms need to succeed.
