Vision Report

Forrester Infographic: Understanding Today’s Canadian Investor

August 3rd, 2021
With contributors:
David Hoffman , Christiana Lano , Sam Bartlett

Summary

Wealth management firms commonly segment their clients by investable assets. But this is not enough to help these firms decide on new products and services or optimize customer engagement models. Self-directedness is a crucial dimension that reliably predicts many investor attitudes and behaviors. As fintech startups flood the market with new, digital-first offerings, digital business professionals at wealth management firms need to understand how best to serve the four primary investor segments in Canada. Read this infographic to better understand the differences across the four investor segments in Canada.

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