2021 Household Balance Sheet Report
The current edition—our 15th— is the compendium of our best thinking, analyses, and data on the financial services industry in Canada. Importantly, each study reflects the expansive input from you, our loyal readers.
Over the past 29 years, you have shaped the Household Balance Sheet Report’s fact base and storylines by sharing data and insights about your own growth and successes, and by offering your valuable comments on the report itself. In this fashion, the study is truly the fruit of teamwork on a massive scale. The report encompasses data and ideas from organizations and individuals representing financial services providers, regulators, industry associations and public policymakers, both Canadian and global, and weaves this collective wisdom into a single narrative of the state of the union—and the state of the future—of the Canadian household wealth market.
As subscribers to the Household Balance Sheet Report, many of you know that the publication of this biennial report is, most importantly, an invitation to debate the future of the Canadian financial services industry. Key to the report’s potency is the application of its ideas and projections to address specific strategic and tactical dilemmas facing your businesses. As always, the Investor Economics team is ready to help you mobilize this research to uncover opportunities and to prepare for challenges through in-person and online discussions. Through these interactions, the single map of the financial services industry outlined in the Household Balance Sheet Report becomes nuanced into multiple perspectives, made relevant through firm-specific applications of its content. You help us transform the map into an atlas of new maps.
This report is the most extensive and detailed assessment of PIC investment fees available in the Canadian market. We could not have achieved our goals without the active participation of PMAC and many of its members. For those firms that submitted a schedule, a customized dashboard is also available. The dashboard can be used to set competitive pricing based on data-based analysis by product type and asset classes.
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.