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.

March 8, 2019

HNW clients favour independents

  • March 8, 2019 October 31, 2019
  • 15:16

Disclosure’s impact on the value of advice

  • November 23, 2018 October 31, 2019
  • 00:17

A greater value on philanthropy

  • October 26, 2018 October 31, 2019
  • 00:10

“Great” service includes life planning

  • September 21, 2018 October 31, 2019
  • 00:20

Study finds education leads to wealth

  • August 24, 2018 October 31, 2019
  • 00:15

Insurance leads to better view of advice

  • July 27, 2018 October 31, 2019
  • 00:19

What drives investors to robo-advisors?

  • June 1, 2018 October 31, 2019
  • 00:16

Women fear outliving their savings

  • April 27, 2018 November 9, 2019
  • 00:25

Financial literacy levels are stagnant

  • March 29, 2018 October 31, 2019
  • 00:23

Clients care little about funds’ brands

  • March 1, 2018 November 9, 2019
  • 00:17