The Prompt Group

Choosing an Advisor · Canada

What is discretionary portfolio management in Canada?

Research summary

ChatGPT, Perplexity and Google AI Overview answered "What is discretionary portfolio management in Canada?" 6 times between 2 and 3 October 2026 without naming a single firm. They cite ciro.ca more than any other source, 43 times, ahead of osc.ca with 27. Between them, the 6 answers to this question on choosing an advisor cite 41 different domains, 96 citations to the top 12.

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

What each engine cited instead of naming a firm

Each engine's latest answer to "What is discretionary portfolio management in Canada?": none named a firm
EngineAnsweredSources it cited mostDomains cited
ChatGPT3 October 2026ciro.caosc.caasc.ca8
Perplexity3 October 2026dfo.sgdnca-investments.comavl-investmentfonds.de8
Google AI Overview3 October 2026avenueinvestment.comblueskyic.comcanadianfundwatch.com11

Sources cited

  1. ciro.ca43
  2. osc.ca27
  3. csi.ca6
  4. asc.ca3
  5. cipf.ca3
  6. accessfo.com2
  1. avenueinvestment.com2
  2. blueskyic.com2
  3. canada.ca2
  4. canadianfundwatch.com2
  5. dentonswealth.co.uk2
  6. dfo.sg2
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.