Investment Advisors ranked RBC Dominion Securities the highest overall (9/10) among all Canadian wealth management firms in the 2022 Investment Executive Brokerage Report Card, the industry’s annual survey of advisors’ satisfaction with their firms.
In total, RBC Dominion Securities led in 17/30 categories for which a rating was calculated among bank-owned wealth management firms.
The survey results reflect how an excellent advisor experience leads to an excellent client experience, with RBC Dominion Securities’ top marks in freedom to make objective product choices and quality of product offering. As well, it highlighted support for developing a financial plan for clients and reputation with clients and prospects.
How Investment Advisors rated their firms
