Check out the trends from the past five years across the brokerage firms
Advisors who responded yes to “Are you a member of a team?” (with all team members defined as registered financial advisors) from 2018 to 2022
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The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities
How investment advisors rated their firms' performance
Growth was due to flows in financial assets and rising markets rather than expanding client bases
Pay has remained important to financial advisors, who value straightforward grids
A tribunal ruled that the Joint Serious Offences Team isn't independent of the OSC
Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed
The loonie's performance is highly contingent on external developments