Canadians who say they are considering finding a new advisor by Dealership & Investable Assets

Four out of five banks top the list of Canadians who say they are “considering finding a new advisor” (if you don’t count the DK/Don’t know).

A couple of comments:
– Many Canadians don’t know which firm their advisor works for.
– Canadians seem to have a tough time distinguishing between product manufacturers and dealerships.


Although those with less than $100K in investable assets are not feeling as well served by their advisor as those with more assets, advisors are also not hitting it out of the park with clients with more than $500K+.

(Credo’s Financial Comfort Zone Survey – Fall 2016-Fall 2020 – results from more than 40,000 Canadians)