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Results for Financial Advisor

 

ID #:   39273169
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   When you think about how your debt has changed over the past 12 months, would you say you’ve: no debt, reduce debt by more, less than expected, increase debt by age group (30-39,40-49, 50-59)

Being debt-free as a financial priority, Average level of household debt, Distribution of households by level of debt, At what age do you expect to be debt-free? How often do you and your partner review your total household debt? When do you expect to retire? [age of retirement]

What does "Being prepared for a successful retirement" mean, Saving and debt reduction priorities for the next 12 months, How confident are you that you’ll be debt-free when you reach your planned retirement age, If you were to reach your planned retirement age and still had outstanding debt, what would you do?

When it comes to managing your debt and day-to-day finances, who provides you with advice and guidance? (financial advisor, family/friends, in-branch bank representative, myself, accountant) Has your financial advisor helped you create a plan for becoming debt-free? [Household debt (consumer)]

 
Pub Date:   5/14/2012
Frequency:    
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Notes:  
Posted/Updated:   5/14/2012
 
 
 
ID #:   39273150
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   Steps taken to ensure a financially secure retirement (e.g. regular amount from payment, financial advisor, written retirement plan)

% are worried that they will not have enough money to give a financial secure retirement

% share of responsibility for ensuring a financially secure retirement (you, government, your employer, financial advisor, another family member))

% feel they do not have enough money to use saving options available, prefer to only use RRSP

 
Pub Date:   5/9/2012
Frequency:    
Location Type:   Online
Geography:   Canada, provinces
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Posted/Updated:   5/9/2012
 
 
 
ID #:   39267839
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   Online calculator that allows investors to compare their financial health to an index of other Canadians across the country.

Results are based on the ranking of concern on series of issues: Riding out changes in Canada's long-term economic performance, Having reliable, trustworthy professional advice, Having sufficient income to lead desired lifestyle, Leading an active and healthy lifestyle, Leaving assets/inheritance to beneficiaries, Having reliable sources of income, Financial impact of the death of your spouse or partner, Having sufficient income to cover essentials, Financial impact of medical issues or healthcare needs, Children or aging parents needing financial help from you, Having a tangible, realistic financial plan that changes with your needs [Financial Advisor]

 
Pub Date:   4/30/2012
Frequency:   Quarterly
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Notes:   Hyperlink 1 to calculator. Hyperlink 2 to latest highlights.
Posted/Updated:   4/30/2012
 
 
 
ID #:   39273106
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   Survey of financial advisors on social media. [social networking sites]. Includes: Which of the following statements best reflects your views on social media? (A great tool that will fundamentally change the industry, Useful for staying up to date, but doesn't replace traditional tools, Something I haven't seen the value of yet, A compliance headache best avoided, Social media is for kids)

% use social media, Which of the following social media applications (if any) do you use for business purposes (LinkedIn, Facebook, Twitter, Google+, Blogs, Role of social media among advisors, Reasons for not using social media

 
Pub Date:   3/16/2012
Frequency:    
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Notes:  
Posted/Updated:   4/30/2012
 
 
 
ID #:   39273094
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   % of Canadians plan to use their 2011 tax refund to either deposit or reinvest, pay off debt, % do not expect a tax refund this year, % report having a financial advisor
 
Pub Date:   4/26/2012
Frequency:    
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
Hyperlink 2:  
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Posted/Updated:   4/26/2012
 
 
 
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