Average ratings from advisors in each industry channel
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Click the image below to download the chart.
How advisors across the financial industry rated their channels, based on average firm results
Methodology for the 2023 Report Card series research
Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel
Firms in the brokerage channel were rated highest in most Report Card categories, but advisors still cited ways to improve
The regulator's investigation into Emerge Canada is ongoing
Expanded HBP, combined with FHSA, could help first-time buyers build down payment faster
The new verification process will be more convenient, but not all taxpayers will benefit
Notable news comes from banking, and a new leader joins Sterling Mutuals