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Service Award
The Dalbar Service Award symbolizes the achievement of the highest tier of service to customers within the mutual fund industry. It is awarded only to those firms that exceed industry norms in key service areas. The winners of this award can confidently consider themselves service leaders within the mutual fund industry.
2009 Service Award Winners:
English Service – BMO Mutual Funds, Franklin Templeton Investments
French Service – BMO Mutual Funds
2008 Service Award Winners:
English Service – BMO Mutual Funds, Franklin Templeton Investments
French Service – BMO Mutual Funds
2007 Service Award Winners:
English Service – BMO Mutual Funds
French Service – BMO Mutual Funds
2006 Service Award Winners:
English Service – BMO Mutual Funds
French Service – BMO Mutual Funds
Key Honours
Dalbar's Key Honours serve to designate those firms who demonstrate their commitment to customers by providing consistently solid service. Recipients of this designation have the proven ability to provide good service to their customers as tested by Dalbar's rigorous service evaluations of telephone and e-mail communications.
2009 Key Honours:
English Service – Manulife AIC
French Service – Franklin Templeton Investments, RBC Asset Management
2008 Key Honours:
English Service – AIC Limited
French Service – Franklin Templeton Investments, National Bank Securities Advisory Service, Scotia Securities Inc.
2007 Key Honours:
English Service – AIC Limited, Franklin Templeton Investments
French Service – Franklin Templeton Investments, National Bank Securities Advisory Service
2006 Key Honours:
English Service – AIC Limited, Franklin Templeton Investments, AIM Trimark Investments
French Service – AIM Trimark Investments, Scotia Securities Inc.
Direct Brokerage Award
The Dalbar Direct Brokerage Award symbolizes the achievement of the highest tier of service to customers within the direct brokerage industry. It is awarded only to those firms that exceed industry norms in key service areas. The winners of this award can confidently consider themselves service leaders within the direct brokerage industry.
2009 Direct Brokerage Winners:
RBC Direct Investing
2008 Direct Brokerage Winners:
RBC Direct Investing
2007 Direct Brokerage Award Winners:
RBC Direct Investing
2006 Direct Brokerage Award Winners:
CIBC Investor's Edge
Financial Advisor Rating Program Seal
The Dalbar Seal recognizes financial professionals for their success at achieving excellence in the eyes of their customers.
Communications Seal
The Dalbar Communications Seal is a mark of excellence and is only awarded to communication pieces that excel in meeting the needs of consumers.
Communications Award
The Dalbar Communications Award recognizes companies that demonstrate excellence in relaying information effectively to their clients through the annual investor account statements.
2008 Winners:
Universal Life Statement Analysis
Manulife Financial
Defined Contribution Pension Plan Statement Analysis
Sun Life Financial
Mutual Fund Statement Analysis
Mackenzie Financial Corporation
Managed Portfolio Statement Analysis
Franklin Templeton Investments
2006 Winners:
Mutual Fund Statement Analysis
Mackenzie Financial Corporation
Wrap Account Statement Analysis
Franklin Templeton Investments
2005 Winners:
Brokerage Statement Analysis
National Bank Financial
Defined Contribution Pension Plan Statement Analysis
Manulife Financial
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Awards 
