2017 Service Award Winners

In 2017 DALBAR Canada moved from a Syndicated Research platform to offer DALBAR Seals to firms that surpass the DALBAR Service Excellence benchmark.

Congratulations to the following firms that earned DALBAR’s Seal of Excellence:

  • Services d’Investissement FÉRIQUE 2017
  • HSBC Invest Direct 2017
  • Oakhaven Financial 2017

2017 Statements Rankings

Investor 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.

Mutual Funds Statements

Top 3
1 Dynamic Funds
2 Scotia Securities
3 Franklin Templeton Investments
73.39 (out of 100) Industry Average Score

Full Service Brokerage Statements

Top 3
1 MD Financial Management
2 BMO Nesbitt Burns
3 CIBC Wood Gundy
82.63 (out of 100) Industry Average Score