BULLETIN #0842-M

View and Download English PDF


Brett Konyu

Director, Member Education and Membership Services

416-943-4609

bkonyu@mfda.ca

BULLETIN #0842-M

November 16, 2020

MFDA Client Research Report 2020

Today the MFDA released its Client Research Report 2020: A Continued Look Into Members, Advisors and Clients which illustrates the significant role that MFDA Members and their advisors have in the Canadian financial marketplace and builds on the first client research report issued in 2017. 

The Client Research Report 2020 contains data relating to:

  • Canadian client and household demographics by financial wealth, age and investment profile;
  • Average costs paid by clients of MFDA Members;
  • Load structures of mutual funds held by MFDA Members’ clients and changes since 2016; and
  • Size of advisors’ books of business and the changes that have occurred since 2016.

As the wealth management landscape in Canada continues to evolve, it will become increasingly important to remain aware of client circumstances, outcomes and issues that affect Canadian investors.  The data contained in the Client Research Report 2020 will be a key resource to maintain this knowledge and to further help meet the MFDA’s investor protection mandate.

776842