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.
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
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
Tax season comes with increased workload, greater costs for clients, risk of errors
As more Canadians choose to work past the traditional retirement age, employers are struggling with costs and unanswered legal questions
Party pitches range from tax cuts and incentivizing investment in Canada to more social supports
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