Wholesaling Key Metrics Report—2022

The 2022 Wholesaling Key Metrics report follows up on the highly successful comprehensive State of Wholesaling in Canada study launched in 2020. It provides 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.

Asset managers are evaluating how their sales teams performed during the difficult past couple of years and are looking to position themselves for the future. The key metrics found within this report can help you track trends in staffing, sales levels, sales team activities, productivity and investment priorities. In addition to the data, we also provide commentary based on interviews with sales executives. We are committed to continuing this research to provide ongoing tracking of the wholesaling industry in Canada.