Welcome to McVay and Associates Ltd

• This monthly report tracks the Canadian market for demand and notice deposits, term deposits, mortgages, personal loans and credit cards by product and sector.  It covers the market size and growth trends by product and it calculates market share and trends for the 47 banks and 12 trust and mortgage companies with personal offers in Canada.  We provide detailed changes in market share trends, published strategies, advertising messages and relevant press releases for the 20 largest banks and trusts.  We update your team with frequent, customized presentations covering the most recent trends and key issues in the market.  

• Annual Subscription:  $10,000 plus taxes.

This report tracks the most important Key Performance Indicators for the top 25 Credit Unions in Canada:

• Growth:  The report provides market share and growth trends for demand deposits, term deposits, mortgages, personal loans and mutual funds
• Return on Equity
• Net Interest Margin
• Productivity
• Employee Productivity

• Annual Subscription:  $6.000 plus taxes

• Annual Subscription for both the banking and credit union reports:  $13,000. plus taxes

• This report provides market size and growth trends and market share for commercial demand and term deposits, non-residential mortgages and commercial loans.  Commercial loan share can be broken down by <$500K, $500K - $5M and over $5M (if you are able to break down your own balances this way).  We currently track commercial share for the 8 largest banks and 7 credit unions.

• Annual subscription:  $6,000 plus taxes

• $3,000 plus taxes if purchased together with the Personal Banking or Credit Union Market Report.

• ​This report calculates market share down to the branch level.  We define markets based on the 330 Federal Election Districts (FED), each with a population of about 100,000.  We profile each FED using census data and income tax statistics.  Key dimensions include population, population growth, population by age segment, investment income and real estate value and more.  We then allocate the bank market based on our proprietary formulae to provide market sizing for each FED for personal demand deposits, term deposits, mortgages and personal loans.  Subscribers receive market share by product updated quarterly with roll ups from the branch, FED, District, Division and corporate levels.  Subscribers use the report to:
  
  • Measure performance of branches and districts
  • Identify local operating strategies that drive superior performance (eg:  hours of service, location attributes, specialist sales force deployments etc.)
  • Identify priority markets for expansion
  • Rationalize their current distribution system
• Cost:  Setup:             $5,000 plus taxes
• Annual Subscription:  $200 per branch for first 25 branches and $100 per branch for the remainder of branches, plus taxes.

This report provides 5 year Key Performance Indicator trends for the Canadian Trust sector.  KPIs include:

1. Share of NIE, NIR and Total Revenue
2. Share of Investment Management and Custody Services Revenues
3. Return on Equity
4. Expense to Revenue Ratio
5. Share of personal deposits and loans

Results are provided for the following sectors:

Institutional Trusts

Bank Owned Trusts

Insurance Owned Trusts

Mutual Fund Company Trusts

Niche Private Client Trusts

Supplier Trusts

Retail Banking Trusts

Results are also provided individually for 31 trusts.

Results are updated quarterly. 

Cost:

$5,000 per annum

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