Summer — Place

Credo’s quarterly research review is a 12 to 16 page report that summarizes the findings and views of Credo analysts in a series of concise articles. The articles draw from our analysts’ views on a host of Canadian investment management industry subjects and each short article is edited to deliver the most current perspective.

Location is a critical dimension of the distribution puzzle and the summer edition of CredoVision will focus on an examination of this matter. How do the perceptions of advisors in central Canada differ from those in the east and west…and how must you address these differences effectively to build a constructive relationship with them?