Brokerage Report Card 2026 Archives

This annual Report Card reveals what matters to investment advisors and dealers across Canada. Looking at 14 investment dealers, we assess their plans, strengths and weaknesses.

Two diverse advisor businessmen working together at a table, pointing at laptop screen and discussing strategy

Investment advisors are tackling succession planning — with help from their firms

More than two-thirds of advisors who have a plan are 51 or older

Tools, resources and support for complex planning rated high again

June 18, 2026 Katie Keir

Female advisor looking at tables and charts and planning

Firm culture and planning support drive advisor satisfaction

June 18, 2026 Katie Keir & Roland Inacay

Business people talking in boardroom and using technology

How advisors, brokerages are navigating today’s dynamic advice industry

June 3, 2026 Katie Keir

Picture of IE editorial staff Katie Keir and Kevin Press, having a discussion at a table

Brokerage Report Card highlights

June 3, 2026 Katie Keir

Brokerage Report Card 2026 main chart

June 3, 2026 Katie Keir

Blurred image of a data table for 2026 Brokerage Report Card research

Wealthiest brokerage advisors drive book-growth trends

June 3, 2026 James Langton

Business men and women racing on arrow paths, competing

How brokerage firms are integrating AI

June 3, 2026 Jonathan Got

A robotic hand extends a light bulb to a person.

Julie Gallagher takes the helm at Richardson Wealth

June 3, 2026 Alisha Hiyate

How we did it

June 3, 2026 Katie Keir