How insurance advisors rated their agencies’ performance
Research by:
Brian Capitao, Roland Inacay, Alisha Mughal
Research editors:
Katie Keir, Daniel Calabretta
Click the image below to download a PDF of the chart.
Assets under administration reach $3.5 billion
Firms that responded to advisors' concerns and helped them solve problems were rated highest
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
IDC WIN was rated highest in all three back-office categories
Director tipped others and traded ahead of pending acquisition
Help clients benefit from opportunities with TFSAs, RRSPs, RRIFs and more
Rise in benchmark short-term rate to 0.75% is aimed at curbing inflation
Provincial regulator can halt trading when misinformation circulates