The Full-service Brokerage Profitability Report is based on data from an expanding universe of full-service brokerage firms including the Big Six bank-owned firms, as well as the leading independent firms in Canada. The analysis is predicated on detailed revenue and direct/indirect expense data provided under conditions of strict confidentiality by each organization. This customized report identifies trends and extensively tracks the vital productivity, profitability, and advisor and customer account metrics that are needed to understand the dynamics of the industry and its participants.

Throughout the Full-service Brokerage Profitability Report, exhibits provide separate and side-by side comparisons of bank and non-bank peer groups. Firms that participate in Investor Economics’ data-gathering process can subscribe to the customized reporting module that provides industry and peer group share trends, as well as highly detailed comparisons for all activity metrics.

If you would like to subscribe to any of our industry studies, or wish to learn more about them, please call us at (416) 341-0114.