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
Aging client base, different registered accounts are changing how advisors see RRSP season
It’s time to address retirement security by reclaiming Canada’s institutional ambition
Economists had expected a 0.4% increase
Unique provision aims to balance interests, provide greater certainty