Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke
Research editors:
Fiona Collie and Pablo Fuchs
Click on the documents link to view and download a PDF of the chart.
Firms that responded to advisors' concerns and helped them solve problems were rated highest
How insurance advisors rated their agencies' performance
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
Updated tax forms to be available Jan. 31, CRA says
Move comes almost two weeks after the province's finance minister fired the Crown agency's entire board
Roy Gori of Manulife and Blair Morrison of BCFSA to retire in 2025, plus other news
March 2023 bank failures echoed lessons on incentives from financial crisis