Reports
Group Retirement and Savings Report
Financial Advisor Channel Report
Insurance Advisory Service
Insight Advisory Service - Gisted Report
Insight Advisory Service
Managed Money Advisory Service
Retail Brokerage and Distribution Advisory Service
Fintech Advisory Service
ETF and Index Funds Report
State of Wholesaling in Canada
Global Research White Paper Series
Deposit Advisory Service
Investor Economics Household Balance Sheet Report
2018 Sales and Service Models for the Mass Affluent–Canada
Fund Wraps Report
Private Banking Report
The Private Banking Report covers the financial state of the Canadian Private Banking industry. It is published on an semi-annual basis with data at the end of the Fiscal Year and a brief update with data at the end of June. The focus of this report is on the banking services offered to the country’s wealthiest households and captures major aspects of the private banking balance sheet as well as the P&L statement. With the encouragement and active participation of the six largest banks, we have developed our methodology and analytical approach to the point that we provide each participating bank with a highly customized report on the industry as a whole, and their share of, and success in, the industry.
The Private Banking Report is delivered via email distribution. Please contact us here to learn more.