Canadian FinTechs Continue to Lead DIY Investor Satisfaction, Closing the Trust Gap with Traditional Banks, JD Power Finds
TORONTO--( BUSINESS WIRE)--Canadian FinTechs not only continue to lead the do-it-yourself (DIY) investment segment in client satisfaction, compared to self-directed brokerages at traditional banks, but are also perceived to be more innovative and as trustworthy as those banks, according to the JD Power 2026 Canada Investor Satisfaction Study, SM released today. This investor sentiment, which has the highest positive impact on brand advocacy, is especially pronounced among younger investors (under age 40).
“This year’s study reveals growing risk and opportunity for FinTechs as well as the traditional banks,” said Mike Foy, managing director of wealth intelligence at JD Power. “FinTechs are winning DIY investors on innovation and closing the gap on trust, long considered a core advantage for the banks–and signaling intensifying competition. Simultaneously, growing demand for human financial advice among self-directed investors, especially young affluent ones, gives bank brokerages a valuable opportunity to retain clients and deepen relationships as those DIY investors transition toward advised offerings.”
Following are key findings of the 2026 study:
Study Ranking
Edward Jones ranks highest in overall satisfaction among advised investors, with a score of 726 (on a 1,000-point scale). ATB Wealth (700) ranks second and Raymond James (696) ranks third.
Wealthsimple ranks highest in overall satisfaction among DIY investors for a third consecutive year with a score of 708, followed by Questrade (661) in second place.
To view the official release and complete visual rank charts, visit: http://www.jdpower.com/pr-id/2026028.
The Canada Investor Satisfaction Study evaluates the experiences of investors working with a wealth management firm, in either an advised or DIY capacity, in seven dimensions (in alphabetical order): digital channels; ease of doing business; people; product and service offerings; resolving problems or complaints; trust; and value for fees paid. The 2026 study is based on responses of 4,529 advised and 2,882 DIY investors and was fielded from September 2025 through January 2026.
For more information about the Canada Investor Satisfaction Study, visit https://www.jdpower.com/business/investor-satisfaction-study.
About JD Power
JD Power delivers mission-critical data, analytics and intelligence that help businesses improve customer experience and operational performance with confidence and clarity. Using proprietary, comprehensive data – including millions of consumer interactions and authoritative automotive datasets – combined with advanced analytics, artificial intelligence and deep industry expertise, JD Power enables leaders to respond to market shifts, make smarter decisions and drive measurable performance improvements.
As an objective source of deep insight into real-world customer interactions with brands and products, JD Power provides the independent intelligence organizations need to anticipate change, strengthen customer engagement and advance growth. Learn more at JDPower.com.
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