Investor Statement Rankings

Latest 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 – 2017

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

Full Service Brokerage Statements – 2017

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

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 Statements – 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