David McVay has more than 40 years experience in the financial services industry with executive positions at a major Canadian bank in Private Banking, Branch Banking, Product Management, Segment Management and Strategic Planning. He is frequently quoted in the national press on issues related to the personal financial services market. He is the principal of McVay and Associates Ltd.
In sailboat racing, following the leader will only give you a chance to come in second place. Top sailors have their own strategies and plans and force the fleet to follow their lead.
The same applies to business strategy. To win, you must plot your own course. The best strategies are informed by detailed knowledge of your and your competitors strengths and weaknesses.
This is where we can help. Since 2008, McVay and Associates Ltd has been reporting to subscribers on market share performance and the strategies and plans that drive success and failure for the Canadian Banks, Trust Companies and Credit Unions.
To be the most trusted source of market share reporting and competitive intelligence for the Canadian Financial Services industry.
This report tracks the most important Key Performance Indicators for the top 25 Credit Unions in Canada:
This report provides 5 year Key Performance Indicator trends for the Canadian Trust sector. KPIs include:
Results are provided for the following sectors:
Bank Owned Trusts
Insurance Owned Trusts
Mutual Fund Company Trusts
Niche Private Client Trusts
Retail Banking Trusts
Results are also provided individually for 31 trusts.
Results are updated quarterly.
$5,000 per annum
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.