Dealers’ Report Card 2025

This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.

Richard McIntyre

Manulife Wealth’s ‘significant transformation’

CEO Richard McIntyre is facing backlash on technology rollouts and new advisor fees

Dealers’ Report Card highlights

September 12, 2025 Katie Keir
new label

Tech-savvy dealers prioritize digital training

September 12, 2025 IE Staff
Computer tapping

Dealer advisors are aiming for business precision and growth

September 12, 2025 James Langton
meeting a goal

New advisors in the dealer space look to colleagues for support

September 12, 2025 Roland Inacay
Man in a maze

Advisors getting more serious about succession planning

September 12, 2025 Noushin Ziafati
Chess

How we did it

September 12, 2025 Katie Keir
questions
Dealers’ Report Card

Dealer firms can’t forget the basics

September 12, 2025 Katie Keir
Dealer firms can’t forget the basics
Report Cards

Dealers’ Report Card 2025 main table

September 12, 2025 IE Staff
Survey data table with blurred numbers