Advisor Perception Study
The Most Comprehensive Study of Canada’s Investment & Insurance Advisors
An Inside Look at the Advisor Industry
Our annual Advisor Perception Study has been continuously measuring Canadian independent advisor behaviours and perceptions of mutual fund, insurance, and ETF providers since 1995. This syndicated study is the most comprehensive and longest running of its kind in Canada, providing subscribers with an insider’s perspective on current trends and forecasts for the industry.
Thought Leaders
Financial Literacy Month 2024
11/29/24
Bernice Cheung
Thought Leaders
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10/11/24
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Industry Trends
Reflecting on the 2024 Women in Payments Symposium: The Future of FinTech
10/09/24
Bernice Cheung
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Accurate Insights From The Source
To gain the most accurate and up-to-date picture of the industry, our study draws its participants from a database of over 50,000 top advisors in Canada. Our 2024 study gathered observations, insights, and opinions on the current state of the industry from over 3,000 active advisors.
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The Clearest Picture Possible
Our Advisor Perception Study reports on a comprehensive range of industry insights including:
- Business practices and priorities
- Perceptions of providers
- Overall company usage and annual sales
- Overall ratings of mutual fund, ETF, and insurance companies
- Ratings of wholesaler and inside sales reps (individual and team ratings)
Industry Insights
We partner with clients to understand their business challenges, and leverage innovative and creative solutions about:
