Top rated full-service investment firms in Canada 2022

Raymond James was the highest-ranking wealth management firm in Canada according to a survey conducted between November 2021 and January 2022. The company received an overall score of 709, which was 40 points above the industry average of 669 points. Edward Jones was the next highest ranking firm scoring an overall 699 points. Firms were assessed on the following parameters: trust, people, products and service, value for fees, ability to manage wealth how and when clients want, problem resolution, and digital channels. These seven factors then lead to an overall score out of a maximum possibility of 1,000 points.

Overall investor satisfaction with leading full-service investment firms in Canada in 2022

Characteristic	Satisfaction index
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-
-	-

Download

Source

Show detailed source information?

Already a member?

Source

Use Ask Statista Research Service

Release date

May 2022

More information

Region

Canada

Survey time period

November 2021 to January 2022

Number of respondents

4,534 respondents

Special properties

Investors

Supplementary notes

The rating is based on a 1,000-point scale.
Investor satisfaction was measured in the following segments (in order of importance): trust; people; products and services; value for fees; ability to manage wealth how and when I want; problem resolution; and digital channels.
The survey group is based on investors who make some or all of their investment decisions with a financial advisor or a team of financial advisors.

Citation formats