Dalbar.ca
   
  Search     
   
 
DALBAR Measurement of Succes
 
   
 
  E-Mail Us
Investor Statement Rankings

Latest Statements RankingsInvestor Statements are a critical line of communication between financial services firms and their clients. Dalbar's annual rankings indicate which firms are using this tool most effectively and efficiently to communicate with their clients.

Segregated Funds Statements - 2015
 

Top 3

1

Desjardins Financial Security

2

Manulife Financial

3

Industrial Alliance

51.96 (out of 100)

Industry Average Score

 

Defined Contribution Pension Plan Statements - 2015
 

Top 3

1

Desjardins Financial Security

2

Manulife Financial

3

Standard Life

79.51 (out of 100)

Industry Average Score

Brokerage - 2014
 

Top 3

1

Questrade

2

Edward Jones Canada

3

CIBC Wood Gundy

55.76 (out of 100)

Industry Average Score

 

Managed Portfolio - 2014
 

Top 3

1

Dynamic Managed

2

RBC Managed

3

CI Managed

65.46 (out of 100)

Industry Average Score

 

Mutual Funds Statements - 2014
 

Top 3

1

Dynamic Funds

2

Investors Group

3

CI Investments

56.16 (out of 100)

Industry Average Score

 

Defined Contribution Pension Plan Statements - 2013
 

Top 3

1

Industrial Alliance

2

Desjardins Financial Security

3

Standard Life

77.03 (out of 100)

Industry Average Score

 

Segregated Funds Statements - 2013
 

Top 3

1

CI Investments

2

Manulife Investments

3

Great-West Life Insurance Company

57.60 (out of 100)

Industry Average Score

 

Managed Portfolio Statements - 2012
 

Top 3

1

 Dynamic Funds

2

 RBC Royal Mutual Funds Inc

3

 Franklin Templeton Investments

61.52 (out of 100)

 Industry Average Score

 

Mutual Funds Statements - 2012
 

Top 3

1

 Dynamic Funds

2

 Sun Life Financial

3

 BMO Mutual Funds

56.87 (out of 100)

 Industry Average Score

 

Segregated Funds Statements - 2011
 

Top 3

1

 CI Investments

2

 Manulife Investments

3

 Empire Life

55.13 (out of 100)

 Industry Average Score

 

Univesal Life Statements - 2011
 

Top 3

1

 RBC Life Insurance Company

2

 Manulife Investments

3

 Transamerica Life Insurance

49.78 (out of 100)

 Industry Average Score

 

Mutual Funds Statements - 2010
 

Top 3

1

 Dynamic Funds

2

 Northwest & Ethical Investments

3

 National Bank Securities

58.03 (out of 100)

 Industry Average Score

 

Full and Discount Brokerage Statements - 2010
 

Top 3

1

 Edward Jones

2

 ATB Securities

3

 RBC Direct Investing

50.98 (out of 100)

 Industry Average Score

 

Defined Contribution Pension Plan Statements - 2010
 

Top 3

1

 Desjardins Financial Security

2

 Standard Life

3

 Sun Life Financial

76.72 (out of 100)

 Industry Average Score

 


Copyright© 2017 DALBAR, Inc. All rights reserved.
  Print
 
 back to Top Request More Information