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
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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.
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J.D. Power. (May 5, 2022). Overall investor satisfaction with leading full-service investment firms in Canada in 2022 [Graph]. In Statista. Retrieved August 24, 2024, from https://www.statista.com/statistics/1318074/investor-satisfaction-investment-firms-canada/
J.D. Power. "Overall investor satisfaction with leading full-service investment firms in Canada in 2022." Chart. May 5, 2022. Statista. Accessed August 24, 2024. https://www.statista.com/statistics/1318074/investor-satisfaction-investment-firms-canada/
J.D. Power. (2022). Overall investor satisfaction with leading full-service investment firms in Canada in 2022. Statista. Statista Inc.. Accessed: August 24, 2024. https://www.statista.com/statistics/1318074/investor-satisfaction-investment-firms-canada/
J.D. Power. "Overall Investor Satisfaction with Leading Full-service Investment Firms in Canada in 2022." Statista, Statista Inc., 5 May 2022, https://www.statista.com/statistics/1318074/investor-satisfaction-investment-firms-canada/
J.D. Power, Overall investor satisfaction with leading full-service investment firms in Canada in 2022 Statista, https://www.statista.com/statistics/1318074/investor-satisfaction-investment-firms-canada/ (last visited August 24, 2024)
Overall investor satisfaction with leading full-service investment firms in Canada in 2022 [Graph], J.D. Power, May 5, 2022. [Online]. Available: https://www.statista.com/statistics/1318074/investor-satisfaction-investment-firms-canada/
