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Clients and advisors share their thoughts — 50 of them — in a survey sponsored by Mackenzie Investments.

More than three-quarters (78%) of investors surveyed say it’s important for advisors to offer products and services from Canadian-owned asset management companies. Just under three-quarters (72%) say it’s important for asset management companies to have unique expertise in global investing.

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And most investors (91%) expect their reliance on socially responsible investments to increase or stay the same in the next two to three years.

Other highlights:

  • 53% of advisors expect clients to increase their international investments over the next 2-3 years.

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  • Women are more likely than men (35% versus 27%) to refer their advisors to others.
  • 87% of advisors believe their clients fully disclose their current financial situations.
  • 33% of investors say they would like to have contact with their advisors monthly or more often via email.

Interestingly, 92% of advisors think sharing articles or other relevant information is important to investors, but not as many investors agree (68%).

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About the survey

The survey, conducted by Environics, used data from the following:

  • an Environics survey of 412 Canadian advisors completed online between June 20 and July 12, 2017. A probability sample of the same size would yield a margin of error (MOE) of +/- 4.8%, 19 times out of 20.
  • an Environics survey of 1,247 Canadians 18-75 years old, who have an investment portfolio or plans to begin investing in the near future, completed online between June 27 and July 11, 2017. A probability sample of the same size would yield a MOE of +/- 2.8%, 19 times out of 20.
  • PMG Intelligence research of 1,184 Canadians, holding $10,000 or more in investable assets, and who participated in the research between March and April 2017.

Originally published on Advisor.ca
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