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Brokerage Report Card 2026

This annual Report Card reveals what matters to investment advisors and dealers across Canada. Looking at 14 investment dealers, we assess their plans, strengths and weaknesses.

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U.S. private credit defaults rise: Fitch

Advisor’s identity stolen, investors duped: SEC

Tribunal upholds FCA’s fund manager ban

Trader who torpedoed firm gets prison time

Politicians, CEOs highlight Canada’s fundamentals amid investment ‘supercycle’

Financial institutions pledge hundreds of billions ahead of investment summit

Industry moves: CIBC creates new family office leadership position

9/11 + 25

One CE standard; two learning checks

Opinion: The bond market is sending a warning

Inflation holds at 3% in August as rent, travel prices rise: Statistics Canada

Product roundup: Vanguard launches actively managed fixed-income ETF

SEC settles with B.C. firm over AML failings

Is the 60/40 portfolio broken?

9/11 + 25

August inflation likely held at 3% as oil prices fell: economists

Brokerage Report Card 2026

Brokerage Report Card 2026