Desjardins, Manulife, and Industrial Alliance earns

Desjardins, Manulife, and Industrial Alliance earns

(Toronto, ON. February 3, 2016) DALBAR announced today the 2015 Seal recipients for Communications Excellence for Defined Contribution Pension Plan (DCPP) statements. Desjardins Financial Security, Manulife Financial and Industrial Alliance (iA) earned above 80 points (out of 100) to emerge as leaders in delivering outstanding statements to DCPP plan members. These firms have produced leading statements that strike an excellent balance between engaging content and effective design.

The Seal for Communications Excellence is derived from DALBAR’S annual Trends & Best Practices in Investor Statements report that evaluates the statement’s ability to address the needs of plan members. Collectively as a group […] Read more

Dalbar Canada Announces Its 2015 Service Award Winners In Financial Services

Dalbar Canada Announces Its 2015 Service Award Winners In Financial Services

Toronto, ON – Wednesday January 20, 2016 – DALBAR released the names of the companies that secured a coveted spot in its 2015 Award Winners Circle (alphabetical order). The DALBAR Direct Brokerage Service Award was earned by HSBC InvestDirect and RBC Direct Investing. For the Mutual Fund Service Award, BMO Mutual Funds, Franklin Templeton Investments and National Bank Investments all emerged as premier providers in customer service throughout 2015.

For two decades in Canada and nearly four decades in the US, DALBAR has conducted rigorous testing of service delivery via its Service Quality Measurement Programs. Each year, DALBAR identifies those financial […] Read more