Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Average ratings from advisors in each industry channel
A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card
Methodology for our annual Report Card series research
Advisors, firms have gotten better at planning exits over the past decade
From planning to support, listening and learning are part of the formula for advisor buy-in
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