2025 Multidisciplinary Dealers 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.

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What is your email address?

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What is your first name?

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What is your last name?

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Which firm do you work for?

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Do you have an active book of clients as a full time advisor ?

Yes

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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)

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How many years have you been working for your brokerage firm?

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How many years have you been an advisor?

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Is your business/book/advice model primarily structured around the offer of investment products such as mutual funds and securities (vs. mainly insurance)?

Yes