Wealth Management Index™
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Making sense of the Canadian Investor
Designed for financial advisors, the Wealth Management Index™ (WMI™) is the most accurate and authoritative report on the values, attitudes and behaviours of Canadian investors.
Discover answers to questions such as:
- Where does my firm rank in the Canadian landscape and why?
- What do Canadian investors value most in a wealth management firm?
- What investment vehicles are most appealing to Canadian investors and why?
The Wealth Management Index talks to over 20,000 Canadian Investors every year, making it the most accurate and intimate read available.
The Wealth Management Index provides quarterly reporting with a sample of over 5,000 Canadian investors which provides insightful and timely reads to both external forces and internal strategic executions.
The Wealth Management Index is conducted on Canada’s wealthiest consumer panel, talking to your most important clients and prospects.
