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.

Read the report

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

Read 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

Next Webinar

Getting your brand cited by AI: what to build, and what to skip

Getting your brand cited by AI: what to build, and what to skip

What actually improves your odds of being cited by AI engines, ranked by evidence, and what you can stop paying for.
What actually improves your odds of being cited by AI engines, ranked by evidence, and what you can stop paying for.

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Join us on August 5th

Join us on August 5th

Wednesday, August 05, 2026, 3:00 PM EDT · 40 minutes, plus 20 minutes of live Q&A

Wednesday, August 05, 2026, 3:00 PM EDT · 40 minutes, plus 20 minutes of live Q&A

Free Registration

You’ll receive a confirmation email with your join link right away.

You’ll receive a confirmation email with your join link right away.

Host

Host

Paula Inc.

Paula Inc.

Platform

Platform

Riverside

(browser-based, nothing to install)

Format

Format

Live + Q&A

Live + Q&A

Price

Price

Free Limited to 100 seats

Free Limited to 100 seats

About the author

Enrique Flores

Enrique Flores

Founder, Paula Inc.

Founder, Paula Inc.

Enrique spent over a decade in wealth management marketing and operations before launching Paula. He's worked across all corners of the industry, from independent advisors to major asset management platforms to big banks.

Enrique spent over a decade in wealth management marketing and operations before launching Paula. He's worked across all corners of the industry, from independent advisors to major asset management platforms to big banks.

See where your firm stands.

See where your firm stands.

Read the report