The Rise of Women in Investing: Why Female Advisors and Investors Work Well Together
Kait Moreau reflects on Canadian women advisors and their strength and approach to relationship-driven and values-aligned guidance.
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From the Open Banking Stage to the Future of Financial AI
In this International Women’s Day feature, Bernice Cheung draws on Environics Research data to examine how women’s perspectives on AI, open banking, and data sharing could reshape the future design of financial services.
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Data Portability Isn’t a Policy Detail. It’s a Pressure Release
Data portability is emerging as a key driver of competition in Canada’s financial system by reducing the friction that keeps consumers from switching. As financial lives grow more fragmented, easier data movement could reshape trust, loyalty, and choice.
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Bank Competition Intensifies As More Canadians Shop Around
Nearly one in four Canadians opened an account with a new financial institution in the past year, the highest switching rate in Environics Research’s 20-year tracking of bank competition. Environics Research’s Switching Study lead, Heidi Wilson, shares what this shift means for financial institutions in conversation with Advisor.ca.
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Scotiabank | Environics – Investor sentiment drops as markets rise
New research conducted by Environics Research for Scotiabank Global Asset Management shows that investor confidence declined in 2025 despite strong equity market performance.
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Financial Post: Canadians Are Switching Banks at Record Levels
Financial Post Feature: Canadians are switching banks at record levels, creating new pressure on financial institutions to prioritize retention over acquisition, according to the Financial Switching Study.
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Sun Life & Environics Research – Climate Research Report
A national Sun Life survey found that climate change and extreme weather are already affecting workplace health in Canada. The report emphasizes that as these impacts worsen, employers can use group benefits plans as a first line of action to support employee resilience and address related health issues.
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Part 2: The Doorway Is Built. Now Comes The Permission.
Part 2 examines whether Canadians actually want to participate in the financial ecosystems banks are building, arguing that trust and perceived control—not architecture—will determine who wins. As open banking accelerates, EQ Bank’s move into the PC loyalty world shows that scale creates opportunity, but only transparency and genuine permission create adoption.
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Part 1: EQ Bank + PC Financial Isn’t Just a Deal. It’s a Doorway.
Canada’s recent wave of banking mergers isn’t just consolidation; it’s a shift toward ecosystem-driven financial experiences that embed banking into daily life. The EQ Bank + PC Financial deal exemplifies this change, giving EQ Bank a mass-market loyalty engine and Canadians a new kind of financial relationship built around behaviour, not just products.
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RBC, Craft PR, & Environics Research – The Cost of Keeping Up
We teamed up with Craft PR, on behalf of the Royal Bank of Canada to survey young adults in Canada to understand how social media influences their financial and overall well-being.
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How Advisors and Clients are Responding to the 2025 U.S. Tariffs
New U.S. tariffs in 2025 sparked client anxiety across Canada. The latest Advisor Perception Study reveals advisors balancing concern with resilience and underscores the need for clear insights and communication tools to guide investors through volatility.
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Sagen and Environics Research – 2025 Homeowner Trends & Financial Fitness Study
Environics Research supported Sagen and the Canadian Association for Financial Empowerment on the 2025 Homeowner Trends and Financial Fitness Study, understanding how Canadians are viewing homeownership and their overall financial readiness.
