Awards and Recognition

Creating a simple and convenient everyday banking experience for our Clients is at the core of everything we do. We're very pleased to earn recognition confirming that we’re making a difference in our Clients' lives.

Proud winner of a Fundgrade A+ Award† footnote dagger

Tangerine Investments has scored with a Fundata FundGrade A+® Award for the Balanced Income Portfolio’s performance in 2021.† footnote dagger The FundGrade A+® Awards are annual awards given to Canadian investment funds that have been consistent FundGrade A-Grade performers, with only around 6 per cent of investment fund products available in Canada receiving the highly sought-after FundGrade A+® rating.

Thank you times ten —Highest in customer satisfaction

Tangerine has earned the highest ranking in customer satisfaction among the midsize retail banks, for the tenth consecutive year. The 2021 J D Power Canada Retail Banking Satisfaction Studyfootnote asterisk ranked Tangerine top for overall customer satisfaction in the Midsize Bank Segment, plus #1 in trust with Retail Banking, and best in the following standout categories: Product and Fees, Communication, Convenience, New Account Opening and Channel Activity.

Tangerine is #1

Tangerine ranked Highest in Customer Satisfaction with Credit Card Companiesfootnote double asterisk, 3 years in a row. We specifically scored highest in the following study factors: Rewards, Communication and Credit Card Terms.

The Ipsos® Financial Service Excellence Awards

The Ipsos 2020 Financial Service Excellence Awardsfootnote triple asterisk is an annual program that recognizes Canadian financial institutions for excellence in customer experience. Results are based on ongoing quarterly Customer Service Index C S I survey results in 11 different categories. Tangerine was proud to receive three awards in the 2020 Financial Service Excellence Awards among all financial institutions, including awards in the following categories:

  • Recommend to Friends or Family (sole winner)

  • Value for Money

  • Mobile Banking Excellence

Tangerine named one of Greater Toronto's Top Employers for 2019

Tangerine was named one of Greater Toronto’s Top Employers for the third year in a row. The annual ranking identifies the best companies to work for in the Greater Toronto Area by assessing an organization’s overall work environment and other factors, including total compensation and rewards, skills development, employee recognition and community involvement.

Product of the Year

Following a nationwide consumer vote, the Tangerine Money-Back Credit Card was voted a winner in the 2016 Product of the Year Canada™ awards program in the "Financial Services" category. This innovative Credit Card is designed to help Canadians save even when they’re spending on everyday purchases by offering 2% Money-Back Rewards on purchases in up to three chosen categories and 0.5% Money-Back Rewards on all other purchases, with no annual fee.footnote quadruple asterisk

footnote asteriskFor J D Power 2021 award information, visit jdpower.com/awards.

footnote double asteriskFor J D Power 2021 award information, visit jdpower.com/awards.

footnote triple asteriskIpsos 2020 Financial Service Excellence Awards are based on ongoing quarterly Customer Service Index (C S I) survey results. Sample size for the total 2020 C S I program year ended with the September 2020 survey wave was 48,284 completed surveys yielding 73,601 financial institution ratings nationally.

footnote quadruple asteriskProduct of the Year is a trademark of Product of the Year Canada.

footnote dagger †† About the Fundata FundGrade A+® Awards

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Award-winning Portfolio for 2021 is:

Fund Name CIFSC Category Fund Count FundGrade Start Date* FundGrade Calc Date
Tangerine Balanced Income Portfolio Canadian Fixed Income Balanced 289 1/31/2012 12/31/2021

*The end date for the FundGrade calculation is December 31, 2021.

Performance for the Tangerine Balanced Income Portfolio for the period ended December 31, 2021 is as follows: 3.49% (1 year), 7.28% (3 years), 5.06% (5 years), 5.27% (10 years), and 4.69% since inception (January 2008).

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.