Investors

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….

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…

I fear I might outlive my finances…

This is a simple, bellwether statement that we put in front of more than 12,000 Canadians during 2016 and we asked them to indicate their level of agreement.1 When we analysed the results, we discovered that more than 1 in 6 Canadians have strong agreement with the statement… an indication of concern about their long-term…