Advisor Perception Study

The most comprehensive study of Canada’s investment and insurance advisors

Advisor Perception Study

The most comprehensive study of Canada’s investment and 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 for 24 years. This syndicated study is the most comprehensive of its kind in Canada and provides subscribers with an insider’s perspective of current trends and forecasts for the future of the industry.

Learn more about subscribing the Annual Advisor Perception Study

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 recent 2018 study heard from over 3,300 advisors who were able to share their thoughts, insights, and opinions on the current state of the industry.

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 recent 2018 study heard from over 3,300 advisors who were able to share their thoughts, insights, and opinions on the current state of the industry.

The Clearest Picture Possible

 

Our Advisor Perception Study reports on a comprehensive range of advisor industry insights including:

  • Business practices and priorities
  • Perceptions of providers
  • Overall company usage and annual sales
  • Overall mutual fund, ETF and insurance company ratings 

Find out how the Advisor Perception Study can help your organization today

Browse some of our recent advisor research insights

Toronto

33 Bloor Street East
Suite 900, Toronto, ON
Canada M4W 3H1
416 920 9010

Ottawa

116 Albert St
Suite 300, Ottawa, ON
Canada K1P 5G3
613 230 5089

Calgary

421 7th Ave SW
Suite 3000, Calgary, AB
Canada T2P 4K9
403 613 5735