Quebec firms are looking to grow in the ROC (rest of Canada), but in order to do that, they need to understand how advisors perceive their brand.

 

 

The 2021 Credo Study will be out this spring, and it will be interesting to see how these two firms met the challenge of supporting advisors in the COVID year.

(The Credo Study 2020, March 2020, 850 respondents)