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

Advisors: Get to know your newcomers

Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet recommendations more often

  • March 1, 2017 February 13, 2019
  • 00:50

Advisors don’t impress young investors

Trustworthiness and honesty are issues for the majority of younger demographic

  • February 1, 2017 February 13, 2019
  • 00:56

Many investors in the dark about fees

And less than half of Canadian investors say their advisor is trustworthy and honest

  • December 22, 2016 February 13, 2019
  • 00:55

Mutual funds remain product of choice

High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs

  • November 25, 2016 February 13, 2019
  • 00:50

Helping clients with registered accounts

Other financial priorities make contributing to these accounts difficult for some clients

  • October 31, 2016 February 13, 2019
  • 23:55

An underserved market segment?

Research found that there's lots of room for advisors to grow their business among high net-worth consumers

  • September 27, 2016 February 13, 2019
  • 00:55

RESPs spell opportunity for advisors

Few older Canadians contribute to RESPs, but they are gaining the attention of this group as a way to help grandchildren

  • August 25, 2016 February 13, 2019
  • 23:55

Costs facing kids weigh on boomers

The expenses of weddings and child care are top of mind

  • July 28, 2016 February 13, 2019
  • 23:50

Uncovering underserved insurance markets

TC Media/Credo survey shows that life insurance is less popular with certain groups

  • June 23, 2016 February 13, 2019
  • 23:20

Making the client relationship personal

Recent TC Media/Credo consumer survey finds that personal relationships greatly deepen the bonds that form with advisors, including a willingness to provide referrals

  • May 19, 2016 February 13, 2019
  • 23:45