Mutual Funds

Total 3 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…

Behind Wholesaling Success and Failure

Credo recently completed in-depth interviews with a host of Canadian financial advisors to gain insights into their relationships and interactions with wholesalers.  Part of our research included asking advisors about the qualities they associate — both positively and negatively — with these business development representatives and how these qualities influence their buying decisions. In the…