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For more than three decades, Investment Executive has been producing research reports that reveal the opportunities, challenges and priorities for advisors building businesses in Canada. This market research — based on anonymous calls with advisors across dozens of wealth firms — measures advisor satisfaction and industry progress, going straight to the source.
Now, you can access the 2025 research results in one complete package. This specially designed ebook, sponsored by Morningstar, contains:
- a note from the editor;
- all of the core content produced for the 2025 Report Card; and
- special insights on AI from the sponsor.
It’s a one-stop guide for advisors, offering a big-picture view of today’s financial advice industry.
Sponsored by 