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TD Bank Group (TD) investment Quality Rating (BBB)
Old York Financial assigns TD Bank (TD) a (BBB) Operational Quality Rating for fiscal year 2025. Review our forensic diagnostic on TD’s $15B adjusted net income, 14.7% CET1, and U.S. asset cap impact.
Bank of Montreal (BMO) investment Quality Rating (A)
Old York Financial assigns Bank of Montreal (BMO) an (A) Operational Quality Rating for 2026. Review our forensic diagnostic on BMO's 13.1% ROE, U.S. banking momentum, and record revenue growth.
National Bank of Canada (NA) investment Quality Rating (A)
Old York Financial assigns National Bank of Canada (NA) an (A) Operational Quality Rating for 2026. Review our diagnostic on the CWB acquisition, 16.6% adjusted ROE, and specialized finance growth.
Canadian Imperial Bank of Commerce (CM) investment Quality Rating (A)
Old York Financial assigns CIBC (CM) an (A) Operational Quality Rating for 2026. Review our principal-led forensic diagnostic on CIBC’s 20.2% RoE, AI efficiency gains, and U.S. wealth expansion.
The Bank of Nova Scotia (BNS) investment Quality Rating (BBB)
Old York Financial assigns Scotiabank (BNS) a (BBB) Rating. Analysis of Scotiabank’s strategic exit from Colombia, its $2.8B LatAm earnings, and North American growth.
HSBC Holdings plc (HSBC) investment Quality Rating (A)
Old York Financial assigns HSBC an (A) Operational Quality Rating for 2025. Review our principal-led forensic diagnostic on HSBC's 17.2% RoTE, Asian wealth dominance, and organizational simplification.
Citigroup Inc. (C) investment Quality Rating (BB)
Old York Financial assigns Citigroup (C) a (BB) Operational Quality Rating for 2025. Explore our principal-led forensic diagnostic on Citi’s transformation, efficiency ratio, and "Repair Shop" status.
Bank of America Corporation (BAC) investment Quality Rating (A)
Old York Financial issues a (A) Quality Rating for Bank of America (BAC). A diagnostic of 15.4% ROTCE, $31.9B Owner Earnings, and the "Erica" AI efficiency flywheel. The Consumer Titan analysis.
Wells Fargo & Company (WFC) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Quality Rating for Wells Fargo (WFC). A diagnostic of the 15% ROTCE, $20.2B Owner Earnings, and the post-asset cap expansion. The Recovery Machine analysis.
The Morgan Stanley Group Inc. (MS) investment Quality Rating (AA)
Old York Financial assigns a (AA) Quality Rating to Morgan Stanley (MS). A forensic diagnostic of 21.6% ROTCE, 68% efficiency, and the $11B Owner Earnings flywheel. The benchmark for the Integrated Firm.
The Goldman Sachs Group, Inc. (GS) investment Quality Rating (A)
Old York Financial issues a (A) Quality Rating for Goldman Sachs (GS). A forensic diagnostic of 15% ROE, 60% efficiency, and the $12.8B Owner Earnings velocity. Read the Private Principal Research Report.
JPMorgan Chase & Co. (JPM) investment Quality Rating (AA)
Old York Financial issues a (AA) Quality Rating for JPMorgan (JPM). A forensic diagnostic of 31.1% profit margins, 20% ROTCE, and the $17B tech moat. Read the Private Principal Research Report.
Suncor Energy Inc. (SU) investment Quality Rating (BB)
Old York Financial issues a (BB) Quality Rating for Suncor (SU). A forensic diagnostic of record 2025 production, the 70% safety improvement, and the $6.3B debt floor milestone. Read the Private Principal Research Report.
TC Energy Corp. (TRP) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Quality Rating for TC Energy (TRP). A forensic diagnostic of 2025 Owner Earnings, the Coastal GasLink legacy, and the 4.8x deleveraging milestone. Read the Private Principal Research Report.
Enbridge Inc. (ENB) investment Quality Rating (A)
Old York Financial issues an (A) Quality Rating for Enbridge (ENB). A forensic diagnostic of 2025 record EBITDA, the $39B project backlog, and the 31-year dividend growth profile. Read the Private Principal Research Report.
Occidental Petroleum Corp. (OXY) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Quality Rating for Occidental Petroleum (OXY). A forensic diagnostic of record production, the $15B debt clearing mandate, and the STRATOS DAC investment. Read the Private Principal Research Report.
Chevron Corp. (CVX) investment Quality Rating (A)
Old York Financial issues an (A) Quality Rating for Chevron (CVX). A forensic diagnostic of 2025 production records, Hess integration synergies, and the $27B shareholder return profile. Read the Private Principal Research Report.
Exxon Mobil Corp. (XOM) investment Quality Rating (A)
Old York Financial issues an (A) Quality Rating for ExxonMobil (XOM). A forensic diagnostic of 2025 Owner Earnings, Permian production velocity, and the $11B shareholder distribution gap. Read the Private Principal Research Report.
Duke Energy Corp. (DUK) investment Quality Rating (A)
View the (A) forensic audit of Duke Energy (DUK). Old York Financial analyzes $13.3B Owner Earnings, the $73B capital plan, and the AI data center load growth. See why Duke is the "Southeastern Infrastructure Sovereign.
NextEra Energy, Inc. (NEE) investment Quality Rating (A)
Read the (A) forensic audit of NextEra Energy (NEE). Old York Financial analyzes $15.1B Owner Earnings, the 30GW renewable backlog, and FPL's 10.95% ROE. See why NextEra is the "AI Infrastructure Sovereign" of 2026.