The Prompt Group

Independent vs Bank · Canada

Should I move my portfolio from a bank to an independent wealth firm in Canada?

Research summary

For "Should I move my portfolio from a bank to an independent wealth firm in Canada?", asked between 2 and 3 October 2026, Raymond James leads the 6 answers from ChatGPT, Perplexity and Google AI Overview. 2 wealth management firms appear across the answers, and Raymond James is named first in 2 answers. ciro.ca is cited most in these answers, 41 times, then cipf.ca with 27.

Data as of Collected 2 to 3 October 2026 from ChatGPT, Perplexity, Google AI OverviewMethodology v1Corrections

Every firm named, engine by engine

The firms named in 6 AI answers to "Should I move my portfolio from a bank to an independent wealth firm in Canada?", with each engine's place for them in its latest answer
FirmChatGPTPerplexityGoogle AI OverviewAnswers
Raymond James––1st2/6
Wellington-Altus–––1/6

Each engine's place in its latest answer: ChatGPT 3 October 2026 · Perplexity 3 October 2026 · Google AI Overview 3 October 2026

Not named in these 6 answers

  1. RBC Wealth Management24.7%
  2. BMO Private Wealth22.9%
  3. TD Wealth19.9%
  4. CIBC Wood Gundy18.7%
  5. Richardson Wealth15.7%
  6. Nicola Wealth12.7%
Is your firm in these answers?See every question that names you, and the ones that skip you.Find out free

Sources cited

  1. ciro.ca41
  2. cipf.ca27
  3. youtube.com7
  4. mywb.ca2
  5. raymondjames.ca2
  6. yiqcreations.com2
  1. biv.com1
  2. caig.com1
  3. facebook.com1
  4. iac.gov.sg1
  5. macrame91.com1
  6. movem.com.ph1
Free with a work email

See how AI ranks your firm, engine by engine

  • Your firm's share on ChatGPT, Perplexity and Google AI Overview
  • Your gap to any rival, topic by topic, in points
  • Every answer that names you, word for word, across 28 questions

Then one work email opens it. No card, no call.