Exit 2025 Brokerage Report Card - web Informations Finance et Investissement offers investment advisors a unique opportunity to express their views on their relationship with their broker. This questionnaire is confidential. All responses will remain anonymous and results will only be shared in aggregate. Question Title What is your email address? Question Title What is your first name? Question Title What is your last name? Question Title Which firm do you work for? BMO Nesbitt Burns CIBC Wood Gundy Desjardins Securities/Wealth Management iA Private Wealth National Bank Financial/Wealth Management Raymond James RBC Dominion Securities ScotiaMcLeod TD Wealth Question Title Do you have an active book of clients as a full time advisor ? Yes No Question Title From the following list, please indicate which license(s)/responsibilities you have. Check all that apply. Investment advisor (full service brokerage firm) Mutual fund dealer representative Financial security advisor (or representative in insurance of persons) Executive or senior manager in the brokerage firm Financial planner Assistant or support staff Other (please specify) Question Title How many years have you been working for your brokerage firm? Question Title How many years have you been an advisor? Next
