Research report · July 2026

Research report · July 2026

Is Your Firm Showing Up When Canadians Ask AI for a Wealth Manager?

Is Your Firm Showing Up When Canadians Ask AI for a Wealth Manager?

This event took place on June 24, 2026. But we've put together a detailed report of the findings.

This event took place on June 24, 2026. But we've put together a detailed report of the findings.

Source mix by question type

Firm-owned vs third-party sources, by question type

In June 2026 we asked ChatGPT, Perplexity, Google’s AI Overviews and Copilot the questions Canadians actually ask when choosing a wealth manager, every day for 15 days. Then we traced all 8,645 sources they cited.

The report shows which firms get named, whose websites the engines actually read, and what separates the visible from the invisible.

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of the sources AI cites are wealth firms’ own websites

of the sources AI cites are wealth firms’ own websites

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the top 100 sources AI engines trusts the most for wealth manager recommendations

the top 100 sources AI engines trusts the most for wealth manager recommendations

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Canadian wealth and asset management firms tracked, from the Big-6 banks down to advisor teams

Canadian wealth and asset management firms tracked, from the Big-6 banks down to advisor teams

What’s in the report

What’s in the report

The firm leaderboard: who AI names, ranked, with the Big-6 banks broken into their wealth divisions and advisor teams

Who gets read versus who gets recommended, and why the two lists don’t match

Where the answers come from: the surprisingly short list of third-party sites AI leans on

How the four engines differ, and why there is no single “AI visibility” score

How to check what AI currently says about your firm