Financial advisors play such a critical role in guiding people on their financial journeys, it would be reasonable for some Canadians to seek an advisor with similar identity and lived experience to their own.
Investments and Planning
As a result of the pandemic and current economic environment, many Canadians are feeling greater financial challenges, particularly in light of the rapid rise in inflation impacting the cost of living, especially food and fuel.
It’s more important than ever for credit counsellors to understand not only the social values that shape their clients’ overall worldviews, but the behavioural economics factors that drive in-the-moment decisions.
Climate change can feel like an insurmountable problem. But Canadians are seeking opportunities for action across many areas of life.
Our annual Environics Advisor Perception Study is in its 26th year of circulation. In this article, David MacDonald, alludes to some interesting feedback gathered from the 2021 study that could be mutually beneficial for advisors and their clients.
New research shows that brokers’ growing use of Exchange Traded Funds (ETF) is motivated by a range of strategies and perspectives
We segmented Canadian investors into four distinct group to understand who these Canadians are, why they are interested in Responsible Investing and how the financial services industry can tailor messaging to each.
These insights from Kait provide financial advisors a real opportunity to provide greater value to clients by understanding their motivations
2021 First-Time Homebuyer Survey & Financial Fitness Study Findings ReleasedRELEASEResults from the 2021 First-Time Homebuyer Survey & Financial Fitness Study show that Canadian homeowners are showing their strongest financial fitness to ...