Compensation Reports

Whether you are a firm trying to achieve internal equity or struggling to attract new talent: Our Compensation Reports equip firms with unparalleled detailed insight into compensation trends, helping them to remain highly competitive in attracting, retaining, and motivating top talent.

Focusing on the collection, composition and aggregate data of private wealth firms; our proprietary reports remain the only one of its kind to specialize in undiluted compensation data for the private wealth industry across Canada.

We offer two types of Compensation Reports, Standard and Executive, each offering detailed, actionable insights into compensation practices within the wealth management sector. Three decades of recruiting advisors & portfolio managers have given us unparalleled knowledge and expertise. Our reports are trusted by industry wide leaders for their accuracy, relevance and depth, helping firms remain competitive in the wealth management arena.

Reports include a complimentary 60-minute consultation.

Standard Compensation Report

Focusing on the highly sought-after Sales & Client Relationship based Portfolio Manager, this report is the essential must-have guide for anyone in the private wealth industry designing models for internal and external competitive purposes.

$4,995.00

Annual Renewal Cost: $1,495.00

This is a data-context rich report highlighting compensation benchmarks for key roles in:

Broken down by firms under and over $1 billion AUM, this report is a serious compilation of tables providing:

Includes a complimentary 60-minute consultation.

Executive Compensation Report

Tailored specifically for Owners, Executives, Partners, and Senior Shareholders seeking deep visibility into compensation benchmarks across the wealth management industry.

$6,495.00

Annual Renewal Cost: $1,595.00

The report offers a comprehensive breakdown of salary, bonus, and dividend compensation structures across key leadership roles, including:

Each role is detailed with job responsibilities, tenure, and typical career progression.

Firm Size Segmentation

The data is organized by Assets Under Management (AUM), providing clear comparisons across firm tiers:

Includes a complimentary 60-minute consultation.

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