As Canadian financial advisors have experienced, we face a rapidly evolving investor landscape. Understanding the shifting investor behaviour is crucial to providing value and strengthening relationships. Access our exclusive on-demand webinar with Morningstar Canada to explore trends and insights from comprehensive industry surveys on Canadian retail investors. You’ll discover practical strategies for addressing the DIY investing options and showing your value of advice, overcoming investor biases, meeting evolving regulations, and enhancing client education on risk. Â
