Tuesday, 15 January 2008 – Congratulations to all participants for your ongoing commitment to providing the best possible client experience! Here are the 2007 Mutual Fund and Direct Brokerage Rankings:
| Mutual Fund Service 1. BMO Mutual Funds 2. Franklin Templeton Investments 3. AIC Limited 4. RBC Asset Management 5. AIM Trimark 6. Dynamic Mutual Funds 7. Altamira Investment Services 8. TD Investment Services 9. Mackenzie Financial 10. Manulife Investments 11. AGF Funds 12. Fidelity Investments Canada 13. CI Investments 14. CIBC Securities 15. Scotia Securities 16. Investors Group |
Direct Brokerage Service 1. RBC Direct Investing 2. BMO InvestorLine 3. TD Waterhouse 4. National Bank Direct Brokerage 5. E*TRADE Canada Securities 6. CIBC Investor’s Edge 7. HSBC InvestDirect 8. Scotia McLeod Direct Investing |
As a new year is upon us, DALBAR is excited to begin its 14th year of measuring the service experiences delivered by mutual fund providers. Best wishes for 2008 on behalf of everyone at DALBAR!
