Consumer Insights

Consumer Insights offers an exclusive series of articles analyzing the results of the on-going Financial Comfort Zone Study, conducted by Missis­sauga, Ont.-based Credo Con­sulting Inc. in partnership with Montreal-based TC Media’s investment group. (Investment Executive is published by TC Media’s investment group.) The survey, conducted monthly in English and French, is designed to gain insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society. The number of respondents has grown to more than 30,000 respondents since fall 2015.

November 22, 2018

Strong relationships drive client loyalty

Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research

  • January 15, 2018 November 19, 2018
  • 00:19

CRM2 disclosure is having an impact

CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid

  • December 1, 2017 November 19, 2018
  • 12:06

Discussing wills has many benefits

Clients who have a will report greater satisfaction with their advisors

  • October 27, 2017 November 19, 2018
  • 00:50

Advisors boost client confidence

Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals

  • September 21, 2017 November 19, 2018
  • 23:55

The case for helping younger Canadians

Advisors could reap significant rewards from helping young Canadians build up their financial knowledge

  • August 24, 2017 November 19, 2018
  • 23:55

Financial literacy boosts loyalty

Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors

  • July 27, 2017 November 19, 2018
  • 23:55

Insurance products are popular in Quebec

Survey suggests that Quebec residents tend to be more risk-averse than other Canadians

  • June 22, 2017 November 19, 2018
  • 23:53

Securing client business with insurance

Study shows that Canadians who own insurance products tend to be more loyal to their advisors

  • May 31, 2017 November 19, 2018
  • 23:55

Insuring the DIY investor

Survey data indicate that DIY investors are a potential source of clients for insurance advisors

  • April 28, 2017 November 19, 2018
  • 00:10

The gender gap in financial matters

Survey suggests more women than men are confused by financial jargon, and women tend to avoid investment risk

  • March 30, 2017 November 19, 2018
  • 23:50