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

Explaining RRSPs and TFSAs is key

  • February 5, 2018 November 9, 2019
  • 00:21

Strong relationships drive client loyalty

  • January 15, 2018 November 9, 2019
  • 00:19

CRM2 disclosure is having an impact

  • December 1, 2017 November 9, 2019
  • 12:06

Discussing wills has many benefits

  • October 27, 2017 November 9, 2019
  • 00:50

Advisors boost client confidence

  • September 21, 2017 November 9, 2019
  • 23:55

The case for helping younger Canadians

  • August 24, 2017 November 9, 2019
  • 23:55

Financial literacy boosts loyalty

  • July 27, 2017 November 9, 2019
  • 23:55

Insurance products are popular in Quebec

  • June 22, 2017 November 9, 2019
  • 23:53

Securing client business with insurance

  • May 31, 2017 November 9, 2019
  • 23:55

Insuring the DIY investor

  • April 28, 2017 November 9, 2019
  • 00:10