Coverage
Every advisor. Every firm. Refreshed daily.
A continuously-maintained record of every Canadian advisor and every Canadian firm. Reconciled daily, scored on the signals that actually matter to your team.
By province
Coverage extends to every registered jurisdiction.
Province
Quebec
Province
Ontario
Province
British Columbia
Province
Alberta
Province
Manitoba
Province
Nova Scotia
Province
Saskatchewan
Province
New Brunswick
Province
Newfoundland & Labrador
Province
Prince Edward Island
Territory
Yukon
Territory
Northwest Territories
Territory
Nunavut
By dealer firm
Dealer firms: bank-owned, independent, and insurance.
Bank-owned wealth
RBC Dominion SecuritiesBMO Nesbitt BurnsCIBC Wood GundyTD Wealth ManagementScotia Wealth ManagementNational Bank Wealth Management+ more
Independent dealers
CI AssanteEdward JonesiA Private WealthRaymond JamesRichardson Wealth+ more
MGA and independent channels
QuadrusInvestiaGreatway Financial+ more
Planning and fund platforms
Investors Group FinancialRBC Financial PlanningCIBC Imperial ServiceIG Wealth Management+ more
Insurance-linked advice
Sun Life FinancialManulife WealthCanada LifeiA Financial Group+ more
Additional firm coverage
Regional independent firmsLocal dealer officesBranch-level firm variantsSuccessor and renamed firms+ more
Coverage check
See coverage against your territory.
Send us your covered firms and we'll show you the data we already hold (advisor records, signal coverage, and gaps) before you commit to a pilot.