Value of Advice
The benefits of financial advice are now well-recognized. Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors also have better savings habits and are more confident in their ability to meet their retirement income needs.
In Canada, advice is readily available because the foundational principles of investment funds – shared costs, risks and rewards – extend to advisor services. These enable Canadian investors, even first-time savers and those with modest levels to invest, to access advice at a lower cost than investors in several other countries.
Documents
2022
2020
IFIC and Pollara Strategic Insights Investor Survey (September 2020)
The annual survey measures the attitudes, opinions, and behaviours of mutual fund and exchange-traded fund investors in Canada. This year, the survey has been expanded to include investor responses on responsible investing.
Saving for the Future: Impacts of Financial Advice on the Canadian Economy
This research report is an update of the Conference Board of Canada's 2014 paper "Boosting Retirement Readiness and the Economy Through Financial Advice". It evaluates the impact of advice on individual savings, and the resulting positive effects on the Canadian economy.
Report on Responsible Investment
The report provides an overview of responsible investing (RI) in Canada and around the world, including terminology, financial performance and the future of RI.
2017
IFIC Pollara Investor Survey (November 2017)
The 12th wave of Pollara's telephone survey of mutual fund investors in Canada. The study was initiated to better understand Canadian mutual fund holders, to identify their attitudes, opinions, needs, expectations and behaviours and to track these over time.
Advisor Insights - Advice Creates Strong Value for Canadians
This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.
CIRANO - The Gamma Factor and the Value of Financial Advice – Summary of Findings
In August 2016, the Center for Interuniversity Research and Analysis of Organizations (CIRANO) released its latest publication by Claude Montmarquette and Nathalie Viennot-Briot examining the value of financial advice. This document provides a summary of findings.
The annual survey measures the attitudes, opinions, and behaviours of mutual fund and exchange-traded fund investors in Canada. This year, the survey has been expanded to include investor responses on responsible investing.
This research report is an update of the Conference Board of Canada's 2014 paper "Boosting Retirement Readiness and the Economy Through Financial Advice". It evaluates the impact of advice on individual savings, and the resulting positive effects on the Canadian economy.
The report provides an overview of responsible investing (RI) in Canada and around the world, including terminology, financial performance and the future of RI.
2017
IFIC Pollara Investor Survey (November 2017)
The 12th wave of Pollara's telephone survey of mutual fund investors in Canada. The study was initiated to better understand Canadian mutual fund holders, to identify their attitudes, opinions, needs, expectations and behaviours and to track these over time.
Advisor Insights - Advice Creates Strong Value for Canadians
This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.
CIRANO - The Gamma Factor and the Value of Financial Advice – Summary of Findings
In August 2016, the Center for Interuniversity Research and Analysis of Organizations (CIRANO) released its latest publication by Claude Montmarquette and Nathalie Viennot-Briot examining the value of financial advice. This document provides a summary of findings.
The 12th wave of Pollara's telephone survey of mutual fund investors in Canada. The study was initiated to better understand Canadian mutual fund holders, to identify their attitudes, opinions, needs, expectations and behaviours and to track these over time.
This document highlights findings from research studies that were completed in recent years showing that having a financial advisor offers significant benefits to Canadians and to our economy.
In August 2016, the Center for Interuniversity Research and Analysis of Organizations (CIRANO) released its latest publication by Claude Montmarquette and Nathalie Viennot-Briot examining the value of financial advice. This document provides a summary of findings.
