Ipsos Reid » Financial Services
Investing
2006 Full Service Brokerage Report
Investors are increasingly likely to seek financial advice. However, many of these investors use multiple channels for their investments, having only a portion of their investments with a full service brokerage. To understand investors’ use of, choice of and loyalty to full service brokerage providers you must read this study. Specifically, we will explore attitudes and behaviour patterns of full service brokerage users toward advisors, full service brokerages and investing overall.
2006 Mutual Fund Investor Pulse Report
The 2006 Mutual Fund Investor Pulse Report is divided into 2 modules. The first module examines the attitudes of more than 630 mutual fund holders. The second module consists of behavioural data related to mutual fund investments in the full CFM database (12,000 households).
2007 Micro Business Trends
The 2007 Small Business Trends: Financial Services syndicated study talks to the owners of Canadian businesses with fewer than 10 full-time equivalent employees. This study is designed to serve the needs of financial institutions, such as banks and credit unions, credit card companies, insurance companies and their partners.
Affluent Canadian Report
This annual study examines the purchase decisions, borrowing, and investment patterns of 2500 high income, high net worth Canadians.
Canadian Financial Monitor
This continuous syndicated research service provides detailed information across a wide range of issues related to Canadian household finances.
Canadians and Financial Advice
Canadians are more likely to seek financial advice than they have in the past. This trend creates some challenges for financial services providers who need to understand how to position their advice offerings, but also determine whether this increased need for advice reflects a structural or cyclical change in the industry. With a return to more stable markets, will investors maintain their reliance on advice
Chinese and South Asian New Canadians Report on Financial Services
The Chinese and South Asian New Canadians Report on Financial Services helps financial institutions in Canada tap into the major immigrant populations. The 2008 report will track key performance metrics such as market penetration of financial institutions for banking, investing and credit, satisfaction, demographic and pyschographic characteristics.
Discount Brokerage Prospectus 2009
This syndicated study will be focused on understanding investors’ choice of, use of and loyalty to discount brokerage providers. This understanding will provide input into corporate strategy, branding and communications, including identifying specific opportunities for building business among targeted segments, both current clients and prospective customers.
Market Now! Report
Ipsos Reid is proposing to launch the Market Now! Report, a new syndicated study. The Market Now! will report monthly Canadians’ current attitudes and behaviours with respect to financial services and provide critical information for shaping your customer communications.
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