Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
Average ratings from advisors in each industry channel
In the 2024 Advisors' Report Card, we assessed Net Promoter Score® results across the advice industry
The 2024 Report Card series included advisor views from across Canada
How advisors across the financial advice industry rated their channels, based on average firm results
Methodology explainer for our annual Report Card series research and report
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods