Financial Comfort Zone

Total 6 Posts

Canadian Investors, TFSAs and RRSPs in 2018

Since late 2015, Credo has been monitoring the usage of tax-advantaged investment vehicles by Canadian investors. In particular, we have been watching investor usage of TFSAs and RRSPs.  We have noticed a number of remarkable trends and situations. In a Nutshell Any Canadian with money is interested in tax-advantaged investment solutions like TFSAs and RRSPs….

How Trailer Fees Affect The Value of Financial Advice

If investors are suffering because of the financial industry’s longstanding practice of paying trailers fees to advisors, they really don’t appear to be showing it. Credo polled more than 1,180 investors who know that they are paying trailers and we found that 94% of these investors feel that they are getting at least fair value…

A Key to Loyalty for Advisors: Knowledge and Understanding

One of the areas where Credo conducts research regularly is around the matter of customer loyalty.  How does a personal financial advisor build and maintain a loyal customer base?  Some of our research points to the significant importance of helping your clients (if you are an advisor) develop true understanding of the financial matters that are…