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This report is based on 40 interactions with financial advisors across Canada, examining how well ESG considerations are integrated into the Know Your Client (KYC) and Know Your Product (KYP) processes. It evaluates advisors from 15 institutions of various sizes on their ability to address individual investors' sustainability priorities. The findings highlight the current state of ESG integration within the financial advisory industry. Download the report to uncover detailed insights and results from this research.

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