The Top-Rated Wealth Management Firms in Canada
Canada Investor Satisfaction Study Award Information
Press Release Date: April 2, 2026
"A superior client experience fosters long-term loyalty toward the wealth management brand. Satisfied customers are more likely to assign their Wealth Management firm with a greater share of their investable assets across a broader range of their financial needs, over a longer time horizon, and through various life stages."
-Kapil Vora, Senior Director of Wealth Intelligence at JD Power
The JD Power Canada Investor Satisfaction Study
The study evaluates retail investor satisfaction with their firm. The newly designed study will rank firms into two segments:
- Advised Investors: Clients who invest through a dedicated advisor or with guidance from a team of financial professionals.
- Do-It-Yourself (DIY) Investors: Clients who independently build and manage their own investment portfolios.
The study evaluates retail investor satisfaction with their firm. The newly designed study will rank firms into two segments:
- Advised Investors: Clients who invest through a dedicated advisor or with guidance from a team of financial professionals.
- Do-It-Yourself (DIY) Investors: Clients who independently build and manage their own investment portfolios.
Discover the Top-Ranking Wealth Management Firms
The results are in! Explore insights from the JD Power 2026 Canada Investor Satisfaction Study.
The results are in! Explore insights from the JD Power 2026 Canada Investor Satisfaction Study.
Licensing Opportunities
Award Information
Top-ranked brands in each award-eligible study will have the opportunity to enter into a licensing agreement through the JD Power Awards Program.
Top-ranked brands in each award-eligible study will have the opportunity to enter into a licensing agreement through the JD Power Awards Program.
Award Merchandise
Active licensees can purchase a wide array of merchandise including trophies, lapel pins, key chains, apparel, and more, to commemorate their achievement.
Active licensees can purchase a wide array of merchandise including trophies, lapel pins, key chains, apparel, and more, to commemorate their achievement.
Performance Reports
Brands that perform above the industry average can commission JD Power Performance Reports to highlight their performance with qualified audiences.
Brands that perform above the industry average can commission JD Power Performance Reports to highlight their performance with qualified audiences.
Investor Awards in Action
As the trusted symbol of the Voice of the Customer, JD Power awards help companies increase consumer consideration and ensure that the top-ranking brands stand out in the crowd.
As the trusted symbol of the Voice of the Customer, JD Power awards help companies increase consumer consideration and ensure that the top-ranking brands stand out in the crowd.
Let's Connect
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If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.
JD Power studies, products, and services are available for purchase. If you’re interested in subscribing to a JD Power study or becoming a client, please fill out the form, and we'll be in touch. Questions? Click here to find the answers to frequently asked questions.
If you’ve received a JD Power survey and have questions or comments, please contact us here.
For all other inquiries, you can contact us here.