Canadians that receive advice from an advisor or planner report being ahead of their financial expectations more frequently than those that receive guidance from a robo advisor or family member.

According to the Financial Comfort Zone Study, Credo’s on-going survey of more than 38,000 Canadians, 51% of Canadians work with some type of financial professional. We ask Canadians to tell us how far or ahead or behind they feel they are with respect to their financial situation. Those with personal advice claim to be much further ahead, more often then those with robo or family advisors.