Katie Keir on Muck Rack

Katie Keir

Verified
(She/Her)
  • Research and Special Projects Editor, Advisor.ca
Toronto
As seen in: Advisor.ca, Benefits Canada, RealClear Energy, Investment Executive (IE), Conseiller.ca, Finance et Investissement
Covers:  Wealth management business trends and advisor development themes. Compliance and regulation plus broad technology shifts, and behavioural finance. Diversity, inclusion and responsible investing.
Doesn't Cover: Tax and estate, and in-depth product features, are not my specialty.
Research & special projects editor for @advisorca, @IE_Canada. KRW's Best New Journalist, 2012. Vegetarian & passionate about animal rights. Movie lover.

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Katie Keir’s Biography

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Katie Keir has been reporting on financial services and business trends for 15 years. She’s managed Investment Executive’s Report Card series since 2018 but has written features and managed projects for both IE and Advisor.ca throughout her career. Her current expertise is tracking wealth management business trends and advisor development themes, presenting through research a look at the advisor experience. She also consults on other research projects within Newcom Media. She holds an Honours B…

Katie Keir’s Journalist Portfolio

Brokerage Report Card 2025 | Investment Executive

Brokerage Report Card 2025 | Investment Executive

The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assess…

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Report Cards | Investment Executive

Report Cards | Investment Executive

The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assess…

View article →

Articles

Wealth firms can do better on tech, advanced planning

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By Katie Keir Verified, Roland Inacay
| Investment Executive (IE) Verified
Katie Keir & Roland Inacay This year’s summary of the Investment Executive Brokerage Report Card, Dealers’ Report Card and Report Card on Banks reinforces the vital role that technology plays in today’s business. One of the top concerns among advisors and planners across those channels was the need to keep up with technology, enhancing their client service.
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How we did it | Investment Executive

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By Katie Keir Verified
| Investment Executive (IE) Verified
Katie Keir Research for the 2025 Report Card on Banks by Investment Executive (IE) was conducted by six research journalists: Sangjun (John) Han, Roland Inacay, Diane Lalonde, Ciara Lalor-Lindo, Alisha Mughal and Sai Tamanna Sharma. They collectively interviewed 300 financial advisors and planners from all over Canada and across the Big Six’s retail-banking divisions.
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Report Card on Banks

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By Roland Inacay, Michelle Schriver Verified, Noushin Ziafati Verified, Katie Keir Verified
| Investment Executive (IE) Verified
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