For 15 years, DS leads the wealth management industry in advisor satisfaction.

May 21, 2021 | Terri Johnson, FMA


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In the 2021 Investment Executive Brokerage Report, advisors once again rated us the highest on average (and the highest in 18 of 29 categories) among bank-owned wealth management firms. For 15 years, DS leads the wealth management industry in advisor satisfaction.

The firm received the highest scores among bank-owned firms in all wealth planning categories, highlighting our ability to provide strength and stability, even in the face of rapid change and uncertainty from the pandemic.

“As Canada’s leading WM firm, we continue to have a competitive advantage that enables us to build on our industry-leading investment solutions, wealth management services, and innovative digital tools,” said David Agnew, CEO, RBC Wealth Management Canada.

“In a very challenging year where so many of competitors have struggled, our people, whether in client-facing or support roles, have stayed focused on providing the service our clients need now, more than ever. These results are a testament to their dedicated hard work, resilience and client service.”