New! Compensation Reports
Leverage our experience as leading recruiters and compensation consultants specializing in the Canadian Private Wealth management industry. Undiluted by institutional data, these are the most authoritative sources of Private Wealth compensation and commission models available.
Purchase of our reports include a complimentary 60-minute consultation.
2024 Private Wealth Annual Compensation Report
$5,995.00
Focusing on the highly sought-after Sales & Client Relationship based Portfolio Manager, this report is a must-have reference for anyone in the private wealth industry involved in structuring compensation or reviewing salaries. This is a data and context-rich report highlights compensation benchmarks for key roles in:
- Portfolio Managers in a Client Relationship Management, Sales or a hybrid role
- Operations
- Investment Management
- Portfolio Administration
- Financial Planners
- Client Service
- Portfolio Administration
Broken down by firms under and over $1 billion AUM, this report is a serious compilation of tables providing formulas, 1-10 year progressions, salaries, bonuses and explanations for assumptions used, together with definitions and key terms.
Report includes a complimentary 60-minute consultation.
2024 Executive Compensation Report
$1,495.00
Designed for Owners-Executives, Partners and Senior Shareholders. Detailed with Salary/Bonus-Dividend payouts, we break down executive compensation at firms with $0-$500 Million AUM, $500M to $1 Billion AUM and $1 Billion+ AUM. All major functions including CEO’s, CSA’s, CIO, CCO-COO-CFO, President’s Partners, their respective job responsibilities and years of progression are included.
Report includes a complimentary 60-minute consultation.