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.

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 below