State of Wholesaling in Canada

The State of Wholesaling in Canada study aims to establish and maintain an analytical, fact-based framework for asset managers to measure and benchmark their wholesaling infrastructure against peers and optimize it using a holistic set of quantitative and qualitative metrics exclusively developed for the users of this research.

This research features traditional hallmarks of Investor Economics’ approach but also new research methodologies, leveraging our Customer Insights market research online survey capability and our league-leading U.S. distribution intelligence Market Metrics team. The study also features insights from sales leaders on the early impacts of the global pandemic and expected changes to the wholesaling model going forward.