This award honors firms that deliver superior service and communications for retirement plan participants.
DALBAR’s Retirement Excellence Award recognizes those companies providing the strongest level of support to Canadians for their retirement. DALBAR’s National Retirement Study places a spotlight on the performance of banks and how well each is handling retirement conversations. The industry leaders understand the intricate components to a robust retirement conversation, one that emphasizes a thoughtful framework, valuable advice, and actionable follow-up.
Widely recognized as the benchmark of excellence in financial services, DALBAR Awards honor firms that consistently deliver outstanding service, innovation, and client experience. Each award is earned through rigorous, independent evaluation against the highest industry standards—helping firms showcase their leadership, build trust, and inspire a relentless pursuit of excellence
Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.
By achieving a DALBAR award, firms demonstrate:
Independent validation from DALBAR provides assurance to investors, plan sponsors, and stakeholders that your firm meets the highest standards of service and communication. This credibility strengthens client relationships by reinforcing transparency, accountability, and a demonstrated commitment to doing what is best for those you serve.
In an industry where many firms claim excellence, DALBAR recognition is the mark that proves it. Standing apart in a crowded marketplace, award-winning firms gain a clear edge when attracting new clients, retaining existing relationships, and positioning themselves as leaders in financial services.
Recognition by DALBAR is not just an external accolade; it also reinforces your firm’s internal culture of excellence. Awards serve as a source of pride and motivation for employees at all levels, reminding teams that their daily work contributes to a standard of quality recognized across the industry.
